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Atria Wealth Solutions’s First Watch Restaurant Group FWRG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-77,973
Closed -$1.3M – 1623
2025
Q1 		$1.3M Buy
77,973
+5,622
+8% +$108K 0.02% 787
2024
Q4 		$1.35M Buy
72,351
+21,276
+42% +$376K 0.01% 807
2024
Q3 		$797K Buy
+51,075
New +$812K 0.01% 1013

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Manulife (Manufacturers Life Insurance)
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Lazard Asset Management
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JP Morgan Chase
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GGHC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return