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Avory & Company’s First Watch Restaurant Group FWRG Stock Holding History

Avory & Company’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
-1,800
Closed -$27.1K – 41
2025
Q4 		$27.1K Buy
+1,800
New +$30.3K 0.02% 42

Other funds holding FWRG

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Avory & Company's FWRG Position: Q2 2026 in Review

Avory & Company reduced its First Watch Restaurant Group (FWRG) stake by 10% in Q2 2026, selling an estimated $304K and leaving 228,237 shares worth $2.94M. The position accounts for 3.68% of the portfolio, ranked #6.

Avory & Company first reported a position in FWRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.69M in Q1 2025. 25 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Avory & Company held 228,237 shares of First Watch Restaurant Group worth $2.94M as of Q2 2026.
  • Avory & Company sold 25,910 First Watch Restaurant Group shares in Q2 2026, an estimated $304K.
  • First Watch Restaurant Group made up 3.68% of Avory & Company's portfolio in Q2 2026, its #6 holding.
  • Avory & Company first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 6 quarters since.
  • Avory & Company's First Watch Restaurant Group position peaked at $5.69M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.