Valeo Financial Advisors’s Tidewater TDW Stock Holding History

Valeo Financial Advisors’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	-3,166	Closed	-$265K	–	880
2026 Q1	$265K	Sell	3,166 -3,682	-54%	-$256K	0.01%	600
2025 Q4	$346K	Buy	+6,848	New	+$362K	0.01%	571

Other funds holding TDW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robotti Robert $620M AUM 55.18% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Valeo Financial Advisors's TDW Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Tidewater (TDW) in Q2 2026, closing a stake of 3,166 shares — an estimated $265K sold.

Valeo Financial Advisors first reported a position in TDW in Q4 2025 and held it in 2 quarters. The position peaked at $346K in Q4 2025. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

Valeo Financial Advisors reported no remaining Tidewater position as of Q2 2026 after selling out during the quarter.
Valeo Financial Advisors sold 3,166 Tidewater shares in Q2 2026, an estimated $265K.
Valeo Financial Advisors first reported a position in Tidewater in Q4 2025 and held it in 2 quarters.
Valeo Financial Advisors's Tidewater position peaked at $346K in Q4 2025.
363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.