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Freestone Grove Partners’s First Watch Restaurant Group FWRG Stock Holding History

Freestone Grove Partners’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 		$37.6K Sell
2,920
-40,987
-93% -$481K ﹤0.01% 876
2026
Q1 		$460K Buy
+43,907
New +$634K ﹤0.01% 612

Other funds holding FWRG

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
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

Freestone Grove Partners's FWRG Position: Q2 2026 in Review

Freestone Grove Partners reduced its First Watch Restaurant Group (FWRG) stake by 93% in Q2 2026, selling an estimated $481K and leaving 2,920 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Freestone Grove Partners first reported a position in FWRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $460K in Q1 2026. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Freestone Grove Partners held 2,920 shares of First Watch Restaurant Group worth $37.6K as of Q2 2026.
  • Freestone Grove Partners sold 40,987 First Watch Restaurant Group shares in Q2 2026, an estimated $481K.
  • First Watch Restaurant Group made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #876 holding.
  • Freestone Grove Partners first reported a position in First Watch Restaurant Group in Q1 2026 and has held it in 2 quarters since.
  • Freestone Grove Partners's First Watch Restaurant Group position peaked at $460K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.