Creative Planning
FWRG icon

Creative Planning’s First Watch Restaurant Group FWRG Stock Holding History

Creative Planning’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 		$934K Buy
72,486
+35,494
+96% +$416K ﹤0.01% 2694
2026
Q1 		$388K Buy
+36,992
New +$534K ﹤0.01% 3225
2025
Q2 		– Sell
-11,230
Closed -$187K – 3727
2025
Q1 		$187K Buy
+11,230
New +$216K ﹤0.01% 3099

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
SIMG
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

Creative Planning's FWRG Position: Q2 2026 in Review

Creative Planning increased its First Watch Restaurant Group (FWRG) stake by 96% in Q2 2026, buying an estimated $416K and bringing the position to 72,486 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

Creative Planning first reported a position in FWRG in Q1 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Creative Planning held 72,486 shares of First Watch Restaurant Group worth $934K as of Q2 2026.
  • Creative Planning bought 35,494 First Watch Restaurant Group shares in Q2 2026, an estimated $416K.
  • First Watch Restaurant Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2694 holding.
  • Creative Planning first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.