Valued Wealth Advisors
TDW icon

Valued Wealth Advisors’s Tidewater TDW Stock Holding History

Valued Wealth 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
Q3 		$4.38K Buy
54
+44
+440% +$3.7K ﹤0.01% 493
2026
Q2 		$667 Sell
10
-84
-89% -$6.66K ﹤0.01% 823
2026
Q1 		$7.85K Buy
+94
New +$6.54K ﹤0.01% 326

Other funds holding TDW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Valued Wealth Advisors's TDW Position: Q3 2026 in Review

Valued Wealth Advisors increased its Tidewater (TDW) stake by 440% in Q3 2026, buying an estimated $3.7K and bringing the position to 54 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Valued Wealth Advisors first reported a position in TDW in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.85K in Q1 2026. 232 funds tracked by Wall St. Rank hold TDW as of Q3 2026.

  • Valued Wealth Advisors held 54 shares of Tidewater worth $4.38K as of Q3 2026.
  • Valued Wealth Advisors bought 44 Tidewater shares in Q3 2026, an estimated $3.7K.
  • Tidewater made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #493 holding.
  • Valued Wealth Advisors first reported a position in Tidewater in Q1 2026 and has held it in 3 quarters since.
  • Valued Wealth Advisors's Tidewater position peaked at $7.85K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Tidewater as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.