EverSource Wealth Advisors’s First Watch Restaurant Group FWRG Stock Holding History

EverSource Wealth 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	$6.74K	Buy	523 +521	+26,050%	+$6.11K	﹤0.01%	3134
2026 Q1	$21	Sell	2 -142	-99%	-$2.05K	﹤0.01%	4355
2025 Q4	$2.17K	Buy	144 +45	+45%	+$758	﹤0.01%	3476
2025 Q3	$1.55K	Hold	99	–	–	﹤0.01%	3607
2025 Q2	$1.59K	Buy	99 +75	+313%	+$1.26K	﹤0.01%	3576
2025 Q1	$400	Buy	24 +11	+85%	+$212	﹤0.01%	3532
2024 Q4	$242	Buy	+13	New	+$230	﹤0.01%	3392

Other funds holding FWRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

EverSource Wealth Advisors's FWRG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Watch Restaurant Group (FWRG) stake by 26,050% in Q2 2026, buying an estimated $6.11K and bringing the position to 523 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3134.

EverSource Wealth Advisors first reported a position in FWRG in Q4 2024 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

EverSource Wealth Advisors held 523 shares of First Watch Restaurant Group worth $6.74K as of Q2 2026.
EverSource Wealth Advisors bought 521 First Watch Restaurant Group shares in Q2 2026, an estimated $6.11K.
First Watch Restaurant Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3134 holding.
EverSource Wealth Advisors first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 7 quarters since.
206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.