Northwestern Mutual Wealth Management
FWRG icon

Northwestern Mutual Wealth Management’s First Watch Restaurant Group FWRG Stock Holding History

Northwestern Mutual Wealth 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
2025
Q4 		– Sell
-33
Closed -$516 – 4098
2025
Q3 		$516 Buy
+33
New +$575 ﹤0.01% 3631

Other funds holding FWRG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management's FWRG Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of First Watch Restaurant Group (FWRG) in Q4 2025, closing a stake of 33 shares — an estimated $516 sold.

Northwestern Mutual Wealth Management first reported a position in FWRG in Q3 2025 and held it in 1 quarter. The position peaked at $516 in Q3 2025. 208 funds tracked by Wall St. Rank hold FWRG as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Watch Restaurant Group position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 33 First Watch Restaurant Group shares in Q4 2025, an estimated $516.
  • Northwestern Mutual Wealth Management first reported a position in First Watch Restaurant Group in Q3 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Watch Restaurant Group position peaked at $516 in Q3 2025.
  • 208 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.