Arax Advisory Partners’s First Watch Restaurant Group FWRG Stock Holding History

Arax Advisory Partners’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	$86.9K	Buy	6,739 +6,368	+1,716%	+$74.7K	﹤0.01%	2846
2026 Q1	$3.89K	Buy	371 +75	+25%	+$1.08K	﹤0.01%	2904
2025 Q4	$4.46K	Buy	296 +170	+135%	+$2.87K	﹤0.01%	2920
2025 Q3	$1.97K	Buy	126 +86	+215%	+$1.5K	﹤0.01%	3118
2025 Q2	$642	Sell	40 -26	-39%	-$436	﹤0.01%	2893
2025 Q1	$1.1K	Buy	66 +33	+100%	+$635	﹤0.01%	2276
2024 Q4	$615	Buy	33 +14	+74%	+$247	﹤0.01%	2283
2024 Q3	$297	Buy	19 +7	+58%	+$111	﹤0.01%	2477
2024 Q2	$211	Hold	12	–	–	﹤0.01%	2431
2024 Q1	$296	Hold	12	–	–	﹤0.01%	1262
2023 Q4	$242	Hold	12	–	–	﹤0.01%	1262
2023 Q3	$208	Buy	+12	New	+$221	﹤0.01%	1280

Other funds holding FWRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Arax Advisory Partners's FWRG Position: Q2 2026 in Review

Arax Advisory Partners increased its First Watch Restaurant Group (FWRG) stake by 1,716% in Q2 2026, buying an estimated $74.7K and bringing the position to 6,739 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Arax Advisory Partners first reported a position in FWRG in Q3 2023 and has held it in 12 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Arax Advisory Partners held 6,739 shares of First Watch Restaurant Group worth $86.9K as of Q2 2026.
Arax Advisory Partners bought 6,368 First Watch Restaurant Group shares in Q2 2026, an estimated $74.7K.
First Watch Restaurant Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2846 holding.
Arax Advisory Partners first reported a position in First Watch Restaurant Group in Q3 2023 and has held it in 12 quarters since.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.