Nuveen
FWRG icon

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
Q2 		$2.66M Buy
205,989
+126,051
+158% +$1.48M ﹤0.01% 2439
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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

Nuveen's FWRG Position: Q2 2026 in Review

Nuveen increased its First Watch Restaurant Group (FWRG) stake by 158% in Q2 2026, buying an estimated $1.48M and bringing the position to 205,989 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Nuveen first reported a position in FWRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.41M in Q3 2023. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Nuveen held 205,989 shares of First Watch Restaurant Group worth $2.66M as of Q2 2026.
  • Nuveen bought 126,051 First Watch Restaurant Group shares in Q2 2026, an estimated $1.48M.
  • First Watch Restaurant Group made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2439 holding.
  • Nuveen first reported a position in First Watch Restaurant Group in Q4 2021 and has held it in 19 quarters since.
  • Nuveen's First Watch Restaurant Group position peaked at $4.41M in Q3 2023.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.