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

Atria 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 Q2	$314K	Sell	24,397 -3,164	-11%	-$37.1K	﹤0.01%	1818
2026 Q1	$289K	Buy	27,561 +9,040	+49%	+$131K	﹤0.01%	1780
2025 Q4	$279K	Sell	18,521 -62	-0.3%	-$1.04K	﹤0.01%	1773
2025 Q3	$291K	Sell	18,583 -3,840	-17%	-$66.9K	﹤0.01%	1740
2025 Q2	$360K	Buy	22,423 +10,277	+85%	+$173K	﹤0.01%	1601
2025 Q1	$202K	Buy	+12,146	New	+$234K	﹤0.01%	1820

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

Atria Investments's FWRG Position: Q2 2026 in Review

Atria Investments reduced its First Watch Restaurant Group (FWRG) stake by 11% in Q2 2026, selling an estimated $37.1K and leaving 24,397 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Atria Investments first reported a position in FWRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $360K in Q2 2025. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Atria Investments held 24,397 shares of First Watch Restaurant Group worth $314K as of Q2 2026.
Atria Investments sold 3,164 First Watch Restaurant Group shares in Q2 2026, an estimated $37.1K.
First Watch Restaurant Group made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1818 holding.
Atria Investments first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 6 quarters since.
Atria Investments's First Watch Restaurant Group position peaked at $360K in Q2 2025.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.