C
FWRG icon

Covestor’s First Watch Restaurant Group FWRG Stock Holding History

Covestor’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 		$0 Hold
4
– – ﹤0.01% 2449
2025
Q4 		$0 Sell
4
-1
-20% -$17 ﹤0.01% 2431
2025
Q3 		$0 Hold
5
– – ﹤0.01% 2456
2025
Q2 		$0 Hold
5
– – ﹤0.01% 2401
2025
Q1 		$0 Hold
5
– – ﹤0.01% 2407
2024
Q4 		$0 Buy
5
+1
+25% +$18 ﹤0.01% 2420
2024
Q3 		$0 Sell
4
-1
-20% -$16 ﹤0.01% 2399
2024
Q2 		$0 Hold
5
– – ﹤0.01% 2417
2024
Q1 		$0 Sell
5
-1
-17% -$23 ﹤0.01% 2422
2023
Q4 		$0 Hold
6
– – ﹤0.01% 2335
2023
Q3 		$0 Sell
6
-1
-14% -$18 ﹤0.01% 2321
2023
Q2 		$0 Hold
7
– – ﹤0.01% 2316
2023
Q1 		$0 Hold
7
– – ﹤0.01% 2222
2022
Q4 		$0 Buy
+7
New +$107 ﹤0.01% 2248

Other funds holding FWRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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