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

LVW 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 		$106K Sell
10,154
-317
-3% -$4.58K 0.01% 431
2025
Q4 		$158K Hold
10,471
– – 0.02% 338
2025
Q3 		$164K Sell
10,471
-342
-3% -$5.96K 0.02% 345
2025
Q2 		$173K Buy
+10,813
New +$182K 0.02% 325
2024
Q2 		– Sell
-9,212
Closed -$227K – 301
2024
Q1 		$227K Buy
+9,212
New +$209K 0.04% 266

Other funds holding FWRG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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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 $134B 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