Fourth Dimension Wealth’s First Watch Restaurant Group FWRG Stock Holding History

Fourth Dimension Wealth’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	$2.1K	Hold	200	–	–	﹤0.01%	528
2025 Q4	$3.02K	Hold	200	–	–	﹤0.01%	519
2025 Q3	$3.13K	Hold	200	–	–	﹤0.01%	511
2025 Q2	$3.21K	Hold	200	–	–	﹤0.01%	514
2025 Q1	$3.33K	Hold	200	–	–	﹤0.01%	519
2024 Q4	$3.72K	Buy	+200	New	+$3.53K	﹤0.01%	519

Other funds holding FWRG

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Fourth Dimension Wealth's FWRG Position: Q1 2026 in Review

Fourth Dimension Wealth held its First Watch Restaurant Group (FWRG) position steady in Q1 2026 at 200 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Fourth Dimension Wealth first reported a position in FWRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.72K in Q4 2024. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

Fourth Dimension Wealth held 200 shares of First Watch Restaurant Group worth $2.1K as of Q1 2026.
Fourth Dimension Wealth left its First Watch Restaurant Group share count unchanged in Q1 2026.
First Watch Restaurant Group made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #528 holding.
Fourth Dimension Wealth first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's First Watch Restaurant Group position peaked at $3.72K in Q4 2024.
211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.