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FWRG icon

B. Metzler seel. Sohn & Co’s First Watch Restaurant Group FWRG Stock Holding History

B. Metzler seel. Sohn & Co’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
Q4 		– Sell
-105,917
Closed -$1.66M – 740
2025
Q3 		$1.66M Hold
105,917
– – 0.01% 434
2025
Q2 		$1.7M Sell
105,917
-40,180
-28% -$674K 0.02% 416
2025
Q1 		$2.43M Hold
146,097
– – 0.03% 316
2024
Q4 		$2.72M Buy
146,097
+45,730
+46% +$808K 0.03% 300
2024
Q3 		$1.57M Hold
100,367
– – 0.02% 447
2024
Q2 		$1.76M Hold
100,367
– – 0.02% 403
2024
Q1 		$2.47M Buy
+100,367
New +$2.27M 0.03% 335

Other funds holding FWRG

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return