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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

Other funds holding FWRG

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Atria Wealth Solutions's FWRG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Watch Restaurant Group (FWRG) in Q2 2025, closing a stake of 77,973 shares — an estimated $1.3M sold.

Atria Wealth Solutions first reported a position in FWRG in Q3 2024 and held it in 3 quarters. The position peaked at $1.35M in Q4 2024. 165 funds tracked by Wall St. Rank hold FWRG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Watch Restaurant Group position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 77,973 First Watch Restaurant Group shares in Q2 2025, an estimated $1.3M.
  • Atria Wealth Solutions first reported a position in First Watch Restaurant Group in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's First Watch Restaurant Group position peaked at $1.35M in Q4 2024.
  • 165 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.