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AdvisorShares Investments’s First Watch Restaurant Group FWRG Stock Holding History

AdvisorShares Investments’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
Q1 		– Sell
-7,516
Closed -$113K – 291
2025
Q4 		$113K Buy
+7,516
New +$127K 0.02% 264

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Manulife (Manufacturers Life Insurance)
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Millennium Management
Millennium Management New York $276B AUM 44.8% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

AdvisorShares Investments's FWRG Position: Q1 2026 in Review

AdvisorShares Investments sold out of First Watch Restaurant Group (FWRG) in Q1 2026, closing a stake of 7,516 shares — an estimated $113K sold.

AdvisorShares Investments first reported a position in FWRG in Q4 2025 and held it in 1 quarter. The position peaked at $113K in Q4 2025. 210 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • AdvisorShares Investments reported no remaining First Watch Restaurant Group position as of Q1 2026 after selling out during the quarter.
  • AdvisorShares Investments sold 7,516 First Watch Restaurant Group shares in Q1 2026, an estimated $113K.
  • AdvisorShares Investments first reported a position in First Watch Restaurant Group in Q4 2025 and held it in 1 quarter.
  • AdvisorShares Investments's First Watch Restaurant Group position peaked at $113K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.