SignatureFD’s First Watch Restaurant Group FWRG Stock Holding History

SignatureFD’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 Q1	–	Sell	-54	Closed	-$1K	–	3363
2024 Q4	$1K	Buy	+54	New	+$954	﹤0.01%	3023
2024 Q1	–	Sell	-14	Closed	-$281	–	3205
2023 Q4	$281	Buy	+14	New	+$252	﹤0.01%	3030

Other funds holding FWRG

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

SignatureFD's FWRG Position: Q1 2025 in Review

SignatureFD sold out of First Watch Restaurant Group (FWRG) in Q1 2025, closing a stake of 54 shares — an estimated $1K sold.

SignatureFD first reported a position in FWRG in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 157 funds tracked by Wall St. Rank hold FWRG as of Q1 2025.

SignatureFD reported no remaining First Watch Restaurant Group position as of Q1 2025 after selling out during the quarter.
SignatureFD sold 54 First Watch Restaurant Group shares in Q1 2025, an estimated $1K.
SignatureFD first reported a position in First Watch Restaurant Group in Q4 2023 and held it in 2 quarters.
SignatureFD's First Watch Restaurant Group position peaked at $1K in Q4 2024.
157 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.