Envestnet Asset Management
FWRG icon

Envestnet Asset Management’s First Watch Restaurant Group FWRG Stock Holding History

Envestnet Asset Management’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 		$2.01M Buy
191,381
+99,028
+107% +$1.43M ﹤0.01% 3011
2025
Q4 		$1.39M Buy
92,353
+21,964
+31% +$370K ﹤0.01% 3082
2025
Q3 		$1.1M Buy
70,389
+15,091
+27% +$263K ﹤0.01% 3273
2025
Q2 		$887K Sell
55,298
-31,349
-36% -$526K ﹤0.01% 3345
2025
Q1 		$1.44M Buy
86,647
+20,361
+31% +$392K ﹤0.01% 2949
2024
Q4 		$1.23M Buy
66,286
+52,977
+398% +$936K ﹤0.01% 3018
2024
Q3 		$208K Buy
+13,309
New +$212K ﹤0.01% 4005
2024
Q2 		– Sell
-9,083
Closed -$224K – 4211
2024
Q1 		$224K Buy
+9,083
New +$206K ﹤0.01% 3892

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