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Unique Wealth Strategies’s Tidewater TDW Stock Holding History

Unique Wealth Strategies’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,934
Closed -$579K – 268
2026
Q1 		$579K Buy
+6,934
New +$482K 0.24% 119

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Unique Wealth Strategies's TDW Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Tidewater (TDW) in Q2 2026, closing a stake of 6,934 shares — an estimated $579K sold.

Unique Wealth Strategies first reported a position in TDW in Q1 2026 and held it in 1 quarter. The position peaked at $579K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Unique Wealth Strategies reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,934 Tidewater shares in Q2 2026, an estimated $579K.
  • Unique Wealth Strategies first reported a position in Tidewater in Q1 2026 and held it in 1 quarter.
  • Unique Wealth Strategies's Tidewater position peaked at $579K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.