Clearstead Advisors
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Clearstead Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Clearstead Advisors’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
Q2 		$258 Buy
+20
New +$235 ﹤0.01% 3115
2024
Q3 		– Sell
-73
Closed -$1.28K – 2065
2024
Q2 		$1.28K Buy
73
+50
+217% +$1.04K ﹤0.01% 1873
2024
Q1 		$453 Hold
23
– – ﹤0.01% 1463
2023
Q4 		$463 Buy
+23
New +$415 ﹤0.01% 1464

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Vanguard Capital Management
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Millennium Management
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Clearstead Advisors's FWRG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Watch Restaurant Group (FWRG) in Q2 2026: 20 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #3115 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FWRG as recently as Q2 2024.

Clearstead Advisors first reported a position in FWRG in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.28K in Q2 2024. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Clearstead Advisors held 20 shares of First Watch Restaurant Group worth $258 as of Q2 2026.
  • First Watch Restaurant Group was a new Clearstead Advisors position in Q2 2026.
  • First Watch Restaurant Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3115 holding.
  • Clearstead Advisors first reported a position in First Watch Restaurant Group in Q4 2023 and has held it in 4 quarters since.
  • Clearstead Advisors's First Watch Restaurant Group position peaked at $1.28K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.