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Stephens Consulting’s First Watch Restaurant Group FWRG Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$333 – 1490
2025
Q1 		$333 Buy
+20
New +$385 ﹤0.01% 1413

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Stephens Consulting's FWRG Position: Q2 2025 in Review

Stephens Consulting sold out of First Watch Restaurant Group (FWRG) in Q2 2025, closing a stake of 20 shares — an estimated $333 sold.

Stephens Consulting first reported a position in FWRG in Q1 2025 and held it in 1 quarter. The position peaked at $333 in Q1 2025. 165 funds tracked by Wall St. Rank hold FWRG as of Q2 2025.

  • Stephens Consulting reported no remaining First Watch Restaurant Group position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 First Watch Restaurant Group shares in Q2 2025, an estimated $333.
  • Stephens Consulting first reported a position in First Watch Restaurant Group in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's First Watch Restaurant Group position peaked at $333 in Q1 2025.
  • 165 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.