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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
Q2 		$667 Sell
10
-84
-89% -$6.67K ﹤0.01% 823
2026
Q1 		$7.85K Buy
+94
New +$6.54K ﹤0.01% 326

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 $3.37T AUM 44.26% 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

Valued Wealth Advisors's TDW Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Tidewater (TDW) stake by 89% in Q2 2026, selling an estimated $6.67K and leaving 10 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Valued Wealth Advisors first reported a position in TDW in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.85K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Valued Wealth Advisors held 10 shares of Tidewater worth $667 as of Q2 2026.
  • Valued Wealth Advisors sold 84 Tidewater shares in Q2 2026, an estimated $6.67K.
  • Tidewater made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #823 holding.
  • Valued Wealth Advisors first reported a position in Tidewater in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Tidewater position peaked at $7.85K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.