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Fortitude Family Office’s First Watch Restaurant Group FWRG Stock Holding History

Fortitude Family Office’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 		– Sell
-1
Closed -$15 – 1958
2025
Q4 		$15 Sell
1
-16
-94% -$270 ﹤0.01% 1915
2025
Q3 		$266 Hold
17
– – ﹤0.01% 1911
2025
Q2 		$273 Sell
17
-150
-90% -$2.52K ﹤0.01% 1938
2025
Q1 		$2.78K Hold
167
– – ﹤0.01% 866
2024
Q4 		$3.11K Hold
167
– – ﹤0.01% 956
2024
Q3 		$2.6K Buy
+167
New +$2.66K ﹤0.01% 950

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Fortitude Family Office's FWRG Position: Q1 2026 in Review

Fortitude Family Office sold out of First Watch Restaurant Group (FWRG) in Q1 2026, closing a stake of 1 share — an estimated $15 sold.

Fortitude Family Office first reported a position in FWRG in Q3 2024 and held it in 6 quarters. The position peaked at $3.11K in Q4 2024. 210 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Fortitude Family Office reported no remaining First Watch Restaurant Group position as of Q1 2026 after selling out during the quarter.
  • Fortitude Family Office sold 1 First Watch Restaurant Group share in Q1 2026, an estimated $15.
  • Fortitude Family Office first reported a position in First Watch Restaurant Group in Q3 2024 and held it in 6 quarters.
  • Fortitude Family Office's First Watch Restaurant Group position peaked at $3.11K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.