AWM
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Accurate Wealth Management’s First Watch Restaurant Group FWRG Stock Holding History

Accurate Wealth Management’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Sell
58,312
-7,390
-11% -$86.7K 0.07% 272
2026
Q1 		$754K Buy
65,702
+6,482
+11% +$93.7K 0.09% 237
2025
Q4 		$922K Sell
59,220
-7,476
-11% -$126K 0.12% 187
2025
Q3 		$1.17M Buy
66,696
+78
+0.1% +$1.36K 0.16% 144
2025
Q2 		$1.19M Buy
66,618
+17,249
+35% +$290K 0.18% 129
2025
Q1 		$866K Buy
+49,369
New +$951K 0.17% 128

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Accurate Wealth Management's FWRG Position: Q2 2026 in Review

Accurate Wealth Management reduced its First Watch Restaurant Group (FWRG) stake by 11% in Q2 2026, selling an estimated $86.7K and leaving 58,312 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #272.

Accurate Wealth Management first reported a position in FWRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2025. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Accurate Wealth Management held 58,312 shares of First Watch Restaurant Group worth $727K as of Q2 2026.
  • Accurate Wealth Management sold 7,390 First Watch Restaurant Group shares in Q2 2026, an estimated $86.7K.
  • First Watch Restaurant Group made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Accurate Wealth Management first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 6 quarters since.
  • Accurate Wealth Management's First Watch Restaurant Group position peaked at $1.19M in Q2 2025.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.