Carson Wealth (CWM LLC)
FWRG icon

Carson Wealth (CWM LLC)’s First Watch Restaurant Group FWRG Stock Holding History

Carson Wealth (CWM LLC)’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 		$54K Buy
5,157
+4,124
+399% +$59.6K ﹤0.01% 3767
2025
Q4 		$16K Buy
1,033
+716
+226% +$12.1K ﹤0.01% 4293
2025
Q3 		$5K Buy
317
+145
+84% +$2.53K ﹤0.01% 4725
2025
Q2 		$3K Sell
172
-177
-51% -$2.97K ﹤0.01% 4763
2025
Q1 		$6K Buy
349
+108
+45% +$2.08K ﹤0.01% 4361
2024
Q4 		$4K Buy
241
+88
+58% +$1.55K ﹤0.01% 4305
2024
Q3 		$2K Sell
153
-92
-38% -$1.46K ﹤0.01% 4392
2024
Q2 		$4K Buy
245
+103
+73% +$2.15K ﹤0.01% 3955
2024
Q1 		$3K Hold
142
– – ﹤0.01% 3838
2023
Q4 		$3K Hold
142
– – ﹤0.01% 3693
2023
Q3 		$2K Hold
142
– – ﹤0.01% 3798
2023
Q2 		$2K Sell
142
-20
-12% -$331 ﹤0.01% 3792
2023
Q1 		$3K Sell
162
-214
-57% -$3.35K ﹤0.01% 3504
2022
Q4 		$5K Sell
376
-43
-10% -$655 ﹤0.01% 3168
2022
Q3 		$6K Hold
419
– – ﹤0.01% 2967
2022
Q2 		$6K Buy
+419
New +$5.71K ﹤0.01% 2881

Other funds holding FWRG

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return