Nuveen’s First Watch Restaurant Group FWRG Stock Holding History

Nuveen’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	$838K	Buy	79,938 +5,458	+7%	+$78.9K	﹤0.01%	2657
2025 Q4	$1.12M	Buy	74,480 +9,020	+14%	+$152K	﹤0.01%	2566
2025 Q3	$1.02M	Buy	65,460 +4,243	+7%	+$74K	﹤0.01%	2614
2025 Q2	$982K	Sell	61,217 -3,931	-6%	-$66K	﹤0.01%	2611
2025 Q1	$1.08M	Buy	65,148 +8,705	+15%	+$168K	﹤0.01%	2608
2024 Q4	$1.05M	Hold	56,443	–	–	﹤0.01%	2690
2024 Q3	$881K	Hold	56,443	–	–	﹤0.01%	2816
2024 Q2	$991K	Buy	56,443 +11,675	+26%	+$244K	﹤0.01%	2733
2024 Q1	$1.1M	Sell	44,768 -91,170	-67%	-$2.06M	﹤0.01%	2662
2023 Q4	$2.73M	Sell	135,938 -119,074	-47%	-$2.15M	﹤0.01%	2267
2023 Q3	$4.41M	Buy	255,012 +126,953	+99%	+$2.34M	﹤0.01%	1927
2023 Q2	$2.16M	Buy	128,059 +17,794	+16%	+$295K	﹤0.01%	2309
2023 Q1	$1.77M	Buy	110,265 +82,265	+294%	+$1.29M	﹤0.01%	2381
2022 Q4	$379K	Sell	28,000 -49,475	-64%	-$754K	﹤0.01%	2946
2022 Q3	$1.12M	Buy	77,475 +14,370	+23%	+$233K	﹤0.01%	2696
2022 Q2	$910K	Buy	63,105 +38,980	+162%	+$531K	﹤0.01%	2828
2022 Q1	$315K	Buy	24,125 +7,507	+45%	+$108K	﹤0.01%	3115
2021 Q4	$279K	Buy	+16,618	New	+$331K	﹤0.01%	3186

Other funds holding FWRG

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return