PCM
FWRG icon

Prelude Capital Management’s First Watch Restaurant Group FWRG Stock Holding History

Prelude Capital 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
2026
Q2 		$322K Buy
24,998
+4,556
+22% +$53.5K 0.02% 731
2026
Q1 		$214K Sell
20,442
-7,079
-26% -$102K 0.02% 879
2025
Q4 		$415K Sell
27,521
-13,945
-34% -$235K 0.03% 618
2025
Q3 		$649K Buy
41,466
+21,653
+109% +$377K 0.05% 431
2025
Q2 		$318K Buy
19,813
+539
+3% +$9.05K 0.03% 594
2025
Q1 		$321K Buy
+19,274
New +$371K 0.02% 676

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

Prelude Capital Management's FWRG Position: Q2 2026 in Review

Prelude Capital Management increased its First Watch Restaurant Group (FWRG) stake by 22% in Q2 2026, buying an estimated $53.5K and bringing the position to 24,998 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #731.

Prelude Capital Management first reported a position in FWRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $649K in Q3 2025. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Prelude Capital Management held 24,998 shares of First Watch Restaurant Group worth $322K as of Q2 2026.
  • Prelude Capital Management bought 4,556 First Watch Restaurant Group shares in Q2 2026, an estimated $53.5K.
  • First Watch Restaurant Group made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #731 holding.
  • Prelude Capital Management first reported a position in First Watch Restaurant Group in Q1 2025 and has held it in 6 quarters since.
  • Prelude Capital Management's First Watch Restaurant Group position peaked at $649K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.