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Insight Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Insight Advisors’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 		$120K Buy
+11,450
New +$165K 0.02% 235

Other funds holding FWRG

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
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

Insight Advisors's FWRG Position: Q1 2026 in Review

Insight Advisors opened a new position in First Watch Restaurant Group (FWRG) in Q1 2026: 11,450 shares worth $120K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings.

211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

  • Insight Advisors held 11,450 shares of First Watch Restaurant Group worth $120K as of Q1 2026.
  • First Watch Restaurant Group was a new Insight Advisors position in Q1 2026.
  • First Watch Restaurant Group made up 0.02% of Insight Advisors's portfolio in Q1 2026, its #235 holding.
  • 211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.