First Horizon Advisors’s First Watch Restaurant Group FWRG Stock Holding History

First Horizon 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
2025 Q2	$31.3K	Buy	1,950 +1,316	+208%	+$22.1K	﹤0.01%	1239
2025 Q1	$10.6K	Hold	634	–	–	﹤0.01%	1580
2024 Q4	$11.8K	Buy	634 +254	+67%	+$4.49K	﹤0.01%	1531
2024 Q3	$5.93K	Buy	380 +249	+190%	+$3.96K	﹤0.01%	1764
2024 Q2	$2.3K	Sell	131 -26	-17%	-$543	﹤0.01%	1941
2024 Q1	$3.87K	Hold	157	–	–	﹤0.01%	1873
2023 Q4	$3.15K	Hold	157	–	–	﹤0.01%	1906
2023 Q3	$2.71K	Buy	+157	New	+$2.9K	﹤0.01%	1912

Other funds holding FWRG

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Horizon Advisors's FWRG Position: Q2 2025 in Review

First Horizon Advisors increased its First Watch Restaurant Group (FWRG) stake by 208% in Q2 2025, buying an estimated $22.1K and bringing the position to 1,950 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

First Horizon Advisors first reported a position in FWRG in Q3 2023 and has held it in 8 quarters since. 165 funds tracked by Wall St. Rank hold FWRG as of Q2 2025.

First Horizon Advisors held 1,950 shares of First Watch Restaurant Group worth $31.3K as of Q2 2025.
First Horizon Advisors bought 1,316 First Watch Restaurant Group shares in Q2 2025, an estimated $22.1K.
First Watch Restaurant Group made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1239 holding.
First Horizon Advisors first reported a position in First Watch Restaurant Group in Q3 2023 and has held it in 8 quarters since.
165 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.