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True Wealth Design’s First Watch Restaurant Group FWRG Stock Holding History

True Wealth Design’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 		$6.43K Buy
+499
New +$5.85K ﹤0.01% 1226
2026
Q1 		– Sell
-30
Closed -$453 – 2754
2025
Q4 		$453 Buy
+30
New +$506 ﹤0.01% 1977

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

True Wealth Design's FWRG Position: Q2 2026 in Review

True Wealth Design opened a new position in First Watch Restaurant Group (FWRG) in Q2 2026: 499 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: True Wealth Design previously reported a position in FWRG as recently as Q4 2025.

True Wealth Design first reported a position in FWRG in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • True Wealth Design held 499 shares of First Watch Restaurant Group worth $6.43K as of Q2 2026.
  • First Watch Restaurant Group was a new True Wealth Design position in Q2 2026.
  • First Watch Restaurant Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1226 holding.
  • True Wealth Design first reported a position in First Watch Restaurant Group in Q4 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.