MAI Capital Management
FWRG icon

MAI Capital Management’s First Watch Restaurant Group FWRG Stock Holding History

MAI Capital 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 		– Sell
-16
Closed -$168 – 3074
2026
Q1 		$168 Buy
+16
New +$231 ﹤0.01% 4657

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MAI Capital Management's FWRG Position: Q2 2026 in Review

MAI Capital Management sold out of First Watch Restaurant Group (FWRG) in Q2 2026, closing a stake of 16 shares — an estimated $168 sold.

MAI Capital Management first reported a position in FWRG in Q1 2026 and held it in 1 quarter. The position peaked at $168 in Q1 2026. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • MAI Capital Management reported no remaining First Watch Restaurant Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 16 First Watch Restaurant Group shares in Q2 2026, an estimated $168.
  • MAI Capital Management first reported a position in First Watch Restaurant Group in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's First Watch Restaurant Group position peaked at $168 in Q1 2026.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

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