Carson Wealth (CWM LLC)
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FWRG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Watch Restaurant Group (FWRG) stake by 399% in Q1 2026, buying an estimated $59.6K and bringing the position to 5,157 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Carson Wealth (CWM LLC) first reported a position in FWRG in Q2 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,157 shares of First Watch Restaurant Group worth $54K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,124 First Watch Restaurant Group shares in Q1 2026, an estimated $59.6K.
  • First Watch Restaurant Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3767 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Watch Restaurant Group in Q2 2022 and has held it in 16 quarters since.
  • 210 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.