GRP
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Global Retirement Partners’s First Watch Restaurant Group FWRG Stock Holding History

Global Retirement 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
2025
Q4 		$2.37K Buy
157
+21
+15% +$354 ﹤0.01% 3676
2025
Q3 		$2.13K Hold
136
– – ﹤0.01% 3312
2025
Q2 		$2.18K Buy
+136
New +$2.28K ﹤0.01% 3209
2024
Q4 		$2.38K Buy
+128
New +$2.26K ﹤0.01% 3006

Other funds holding FWRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Retirement Partners's FWRG Position: Q4 2025 in Review

Global Retirement Partners increased its First Watch Restaurant Group (FWRG) stake by 15% in Q4 2025, buying an estimated $354 and bringing the position to 157 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3676.

Global Retirement Partners first reported a position in FWRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.38K in Q4 2024. 208 funds tracked by Wall St. Rank hold FWRG as of Q4 2025.

  • Global Retirement Partners held 157 shares of First Watch Restaurant Group worth $2.37K as of Q4 2025.
  • Global Retirement Partners bought 21 First Watch Restaurant Group shares in Q4 2025, an estimated $354.
  • First Watch Restaurant Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3676 holding.
  • Global Retirement Partners first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's First Watch Restaurant Group position peaked at $2.38K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.