Nisa Investment Advisors
FWRG icon

Nisa Investment Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Nisa Investment 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 		$3.87K Sell
369
-479
-56% -$6.92K ﹤0.01% 2514
2025
Q4 		$12.8K Buy
848
+450
+113% +$7.58K ﹤0.01% 2122
2025
Q3 		$6.22K Buy
398
+29
+8% +$506 ﹤0.01% 2396
2025
Q2 		$5.92K Buy
369
+245
+198% +$4.11K ﹤0.01% 2413
2025
Q1 		$2.06K Buy
124
+62
+100% +$1.19K ﹤0.01% 2460
2024
Q4 		$1.15K Sell
62
-68
-52% -$1.2K ﹤0.01% 2646
2024
Q3 		$2.03K Buy
130
+104
+400% +$1.65K ﹤0.01% 2394
2024
Q2 		$457 Sell
26
-5
-16% -$104 ﹤0.01% 2704
2024
Q1 		$763 Buy
+31
New +$702 ﹤0.01% 2419

Other funds holding FWRG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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