Wellington Management Group
TDW icon

Wellington Management Group’s Tidewater TDW Stock Holding History

Wellington Management 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
2026
Q1 		$111M Buy
1,328,615
+1,186,989
+838% +$82.6M 0.02% 522
2025
Q4 		$7.15M Sell
141,626
-6,695
-5% -$354K ﹤0.01% 1333
2025
Q3 		$7.91M Sell
148,321
-3,092
-2% -$169K ﹤0.01% 1322
2025
Q2 		$6.98M Sell
151,413
-4,983
-3% -$202K ﹤0.01% 1305
2025
Q1 		$6.61M Sell
156,396
-140,117
-47% -$6.97M ﹤0.01% 1307
2024
Q4 		$16.2M Sell
296,513
-136,139
-31% -$7.75M ﹤0.01% 1040
2024
Q3 		$31.1M Buy
432,652
+28,461
+7% +$2.48M 0.01% 835
2024
Q2 		$38.5M Buy
404,191
+6,896
+2% +$680K 0.01% 764
2024
Q1 		$36.6M Buy
+397,295
New +$29.6M 0.01% 801
2023
Q4 		– Sell
-19,752
Closed -$1.4M – 1923
2023
Q3 		$1.4M Sell
19,752
-165,713
-89% -$10.5M ﹤0.01% 1545
2023
Q2 		$10.3M Buy
185,465
+31,657
+21% +$1.45M ﹤0.01% 1100
2023
Q1 		$6.78M Sell
153,808
-120,964
-44% -$5.2M ﹤0.01% 1200
2022
Q4 		$10.1M Buy
274,772
+223,572
+437% +$6.8M ﹤0.01% 1084
2022
Q3 		$1.11M Buy
+51,200
New +$1.09M ﹤0.01% 1632

Other funds holding TDW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return