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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Lazard Asset Management's FWRG Position: Q1 2026 in Review

Lazard Asset Management increased its First Watch Restaurant Group (FWRG) stake by 9.5% in Q1 2026, buying an estimated $2.23M and bringing the position to 1,780,839 shares worth $18.7M. The position accounts for 0.03% of the portfolio, ranked #333.

Lazard Asset Management first reported a position in FWRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $39.1M in Q4 2024. 211 funds tracked by Wall St. Rank hold FWRG as of Q1 2026.

Lazard Asset Management held 1,780,839 shares of First Watch Restaurant Group worth $18.7M as of Q1 2026.
Lazard Asset Management bought 154,018 First Watch Restaurant Group shares in Q1 2026, an estimated $2.23M.
First Watch Restaurant Group made up 0.03% of Lazard Asset Management's portfolio in Q1 2026, its #333 holding.
Lazard Asset Management first reported a position in First Watch Restaurant Group in Q4 2021 and has held it in 14 quarters since.
Lazard Asset Management's First Watch Restaurant Group position peaked at $39.1M in Q4 2024.
211 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.