GAMMA Investing’s First Watch Restaurant Group FWRG Stock Holding History

GAMMA Investing’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 Q3	$12.3K	Buy	1,214 +1,114	+1,114%	+$13.4K	﹤0.01%	3229
2026 Q2	$1.29K	Buy	+100	New	+$1.17K	﹤0.01%	3823
2026 Q1	–	Sell	-462	Closed	-$6.97K	–	4166
2025 Q4	$6.97K	Buy	462 +238	+106%	+$4.01K	﹤0.01%	3134
2025 Q3	$3.5K	Buy	224 +102	+84%	+$1.78K	﹤0.01%	3303
2025 Q2	$1.96K	Sell	122 -205	-63%	-$3.44K	﹤0.01%	3410
2025 Q1	$5.44K	Buy	327 +10	+3%	+$193	﹤0.01%	3049
2024 Q4	$5.9K	Buy	317 +18	+6%	+$318	﹤0.01%	2849
2024 Q3	$4.66K	Buy	+299	New	+$4.76K	﹤0.01%	2768

Other funds holding FWRG

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing's FWRG Position: Q3 2026 in Review

GAMMA Investing increased its First Watch Restaurant Group (FWRG) stake by 1,114% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,214 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

GAMMA Investing first reported a position in FWRG in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

GAMMA Investing held 1,214 shares of First Watch Restaurant Group worth $12.3K as of Q3 2026.
GAMMA Investing bought 1,114 First Watch Restaurant Group shares in Q3 2026, an estimated $13.4K.
First Watch Restaurant Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3229 holding.
GAMMA Investing first reported a position in First Watch Restaurant Group in Q3 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.