Lazard Asset Management
FWRG icon

Lazard Asset Management’s First Watch Restaurant Group FWRG Stock Holding History

Lazard Asset Management’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 		$10.9M Sell
846,050
-934,789
-52% -$11M 0.02% 432
2026
Q1 		$18.7M Buy
1,780,839
+154,018
+9% +$2.23M 0.03% 333
2025
Q4 		$24.5M Sell
1,626,821
-502,703
-24% -$8.47M 0.04% 282
2025
Q3 		$33.3M Sell
2,129,524
-151,613
-7% -$2.64M 0.04% 239
2025
Q2 		$36.6M Buy
2,281,137
+269,726
+13% +$4.53M 0.05% 270
2025
Q1 		$33.5M Sell
2,011,411
-89,346
-4% -$1.72M 0.05% 244
2024
Q4 		$39.1M Buy
+2,100,757
New +$37.1M 0.06% 233
2024
Q1 		– Sell
-2,047
Closed -$41K – 2165
2023
Q4 		$41K Hold
2,047
– – ﹤0.01% 1938
2023
Q3 		$35K Buy
2,047
+1,107
+118% +$20.4K ﹤0.01% 1954
2023
Q2 		$15K Buy
+940
New +$15.6K ﹤0.01% 2149
2023
Q1 		– Sell
-87
Closed -$1K – 2391
2022
Q4 		$1K Hold
87
– – ﹤0.01% 2321
2022
Q3 		$1K Hold
87
– – ﹤0.01% 2248
2022
Q2 		$1K Hold
87
– – ﹤0.01% 2322
2022
Q1 		$1K Hold
87
– – ﹤0.01% 2279
2021
Q4 		$1K Buy
+87
New +$1.73K ﹤0.01% 2249

Other funds holding FWRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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

Lazard Asset Management's FWRG Position: Q2 2026 in Review

Lazard Asset Management reduced its First Watch Restaurant Group (FWRG) stake by 52% in Q2 2026, selling an estimated $11M and leaving 846,050 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #432.

Lazard Asset Management first reported a position in FWRG in Q4 2021 and has held it in 15 quarters since. The position peaked at $39.1M in Q4 2024. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Lazard Asset Management held 846,050 shares of First Watch Restaurant Group worth $10.9M as of Q2 2026.
  • Lazard Asset Management sold 934,789 First Watch Restaurant Group shares in Q2 2026, an estimated $11M.
  • First Watch Restaurant Group made up 0.02% of Lazard Asset Management's portfolio in Q2 2026, its #432 holding.
  • Lazard Asset Management first reported a position in First Watch Restaurant Group in Q4 2021 and has held it in 15 quarters since.
  • Lazard Asset Management's First Watch Restaurant Group position peaked at $39.1M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.