Creative Planning
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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
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 $5.72T 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 $240B 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

Creative Planning's FWRG Position: Q1 2026 in Review

Creative Planning opened a new position in First Watch Restaurant Group (FWRG) in Q1 2026: 36,992 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #3225 among its holdings. This is a return to the name: Creative Planning previously reported a position in FWRG as recently as Q1 2025.

Creative Planning first reported a position in FWRG in Q1 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Creative Planning held 36,992 shares of First Watch Restaurant Group worth $388K as of Q1 2026.
  • First Watch Restaurant Group was a new Creative Planning position in Q1 2026.
  • First Watch Restaurant Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3225 holding.
  • Creative Planning first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.