Neuberger Berman Group
FWRG icon

Neuberger Berman Group’s First Watch Restaurant Group FWRG Stock Holding History

Neuberger Berman Group’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 		$26.7M Sell
2,069,037
-1,505,281
-42% -$17.7M 0.02% 646
2026
Q1 		$37.5M Buy
3,574,318
+464,658
+15% +$6.71M 0.03% 528
2025
Q4 		$46.9M Buy
3,109,660
+1,579,364
+103% +$26.6M 0.03% 482
2025
Q3 		$23.9M Sell
1,530,296
-76,533
-5% -$1.33M 0.02% 627
2025
Q2 		$25.8M Buy
1,606,829
+563,373
+54% +$9.46M 0.02% 582
2025
Q1 		$17.4M Buy
1,043,456
+367,234
+54% +$7.07M 0.01% 663
2024
Q4 		$12.6M Sell
676,222
-188,654
-22% -$3.33M 0.01% 757
2024
Q3 		$13.5M Sell
864,876
-3,690
-0.4% -$58.7K 0.01% 730
2024
Q2 		$15.3M Buy
868,566
+358,810
+70% +$7.49M 0.01% 700
2024
Q1 		$12.6M Sell
509,756
-865,370
-63% -$19.6M 0.01% 752
2023
Q4 		$27.6M Buy
1,375,126
+624,475
+83% +$11.3M 0.01% 707
2023
Q3 		$13M Sell
750,651
-142,271
-16% -$2.62M 0.01% 692
2023
Q2 		$15.1M Buy
892,922
+53,792
+6% +$891K 0.01% 670
2023
Q1 		$13.5M Buy
839,130
+36,784
+5% +$576K 0.01% 699
2022
Q4 		$10.9M Sell
802,346
-135,092
-14% -$2.06M 0.01% 739
2022
Q3 		$13.6M Sell
937,438
-303,792
-24% -$4.93M 0.01% 673
2022
Q2 		$17.9M Sell
1,241,230
-201,613
-14% -$2.75M 0.02% 647
2022
Q1 		$18.8M Buy
1,442,843
+307,925
+27% +$4.41M 0.02% 684
2021
Q4 		$19M Buy
+1,134,918
New +$22.6M 0.01% 700

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
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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Neuberger Berman Group's FWRG Position: Q2 2026 in Review

Neuberger Berman Group reduced its First Watch Restaurant Group (FWRG) stake by 42% in Q2 2026, selling an estimated $17.7M and leaving 2,069,037 shares worth $26.7M. The position accounts for 0.02% of the portfolio, ranked #646.

Neuberger Berman Group first reported a position in FWRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.9M in Q4 2025. 207 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Neuberger Berman Group held 2,069,037 shares of First Watch Restaurant Group worth $26.7M as of Q2 2026.
  • Neuberger Berman Group sold 1,505,281 First Watch Restaurant Group shares in Q2 2026, an estimated $17.7M.
  • First Watch Restaurant Group made up 0.02% of Neuberger Berman Group's portfolio in Q2 2026, its #646 holding.
  • Neuberger Berman Group first reported a position in First Watch Restaurant Group in Q4 2021 and has held it in 19 quarters since.
  • Neuberger Berman Group's First Watch Restaurant Group position peaked at $46.9M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.