VisionPoint Advisory Group’s Tidewater TDW Stock Holding History

VisionPoint Advisory Group’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
2025 Q2	–	Sell	-10,684	Closed	-$452K	–	374
2025 Q1	$452K	Buy	+10,684	New	+$531K	0.15%	118

Other funds holding TDW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's TDW Position: Q2 2025 in Review

VisionPoint Advisory Group sold out of Tidewater (TDW) in Q2 2025, closing a stake of 10,684 shares — an estimated $452K sold.

VisionPoint Advisory Group first reported a position in TDW in Q1 2025 and held it in 1 quarter. The position peaked at $452K in Q1 2025. 306 funds tracked by Wall St. Rank hold TDW as of Q2 2025.

VisionPoint Advisory Group reported no remaining Tidewater position as of Q2 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 10,684 Tidewater shares in Q2 2025, an estimated $452K.
VisionPoint Advisory Group first reported a position in Tidewater in Q1 2025 and held it in 1 quarter.
VisionPoint Advisory Group's Tidewater position peaked at $452K in Q1 2025.
306 funds tracked by Wall St. Rank held Tidewater as of Q2 2025.

Based on VisionPoint Advisory Group's 13F filing for Q2 2025, filed 9 Jul 2025.