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Brooklyn Investment Group’s First Watch Restaurant Group FWRG Stock Holding History

Brooklyn Investment Group’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
-4
Closed -$67 – 3354
2025
Q1 		$67 Buy
+4
New +$77 ﹤0.01% 2718

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Lazard Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
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

Brooklyn Investment Group's FWRG Position: Q2 2025 in Review

Brooklyn Investment Group sold out of First Watch Restaurant Group (FWRG) in Q2 2025, closing a stake of 4 shares — an estimated $67 sold.

Brooklyn Investment Group first reported a position in FWRG in Q1 2025 and held it in 1 quarter. The position peaked at $67 in Q1 2025. 165 funds tracked by Wall St. Rank hold FWRG as of Q2 2025.

  • Brooklyn Investment Group reported no remaining First Watch Restaurant Group position as of Q2 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 4 First Watch Restaurant Group shares in Q2 2025, an estimated $67.
  • Brooklyn Investment Group first reported a position in First Watch Restaurant Group in Q1 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's First Watch Restaurant Group position peaked at $67 in Q1 2025.
  • 165 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2025.

Based on Brooklyn Investment Group's 13F filing for Q2 2025, filed 12 Aug 2025.