UBS AM
FWRG icon

UBS AM’s First Watch Restaurant Group FWRG Stock Holding History

UBS AM’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
Q1 		$800K Buy
76,303
+2,104
+3% +$30.4K ﹤0.01% 2419
2025
Q4 		$1.12M Buy
74,199
+10,192
+16% +$172K ﹤0.01% 2106
2025
Q3 		$1M Sell
64,007
-358,637
-85% -$6.25M ﹤0.01% 2008
2025
Q2 		$6.78M Sell
422,644
-65,678
-13% -$1.1M ﹤0.01% 1550
2025
Q1 		$8.13M Sell
488,322
-8,569
-2% -$165K ﹤0.01% 1324
2024
Q4 		$9.25M Sell
496,891
-73,989
-13% -$1.31M ﹤0.01% 1286
2024
Q3 		$8.91M Sell
570,880
-2,006
-0.4% -$31.9K ﹤0.01% 1286
2024
Q2 		$10.1M Buy
572,886
+18,186
+3% +$380K ﹤0.01% 1133
2024
Q1 		$13.7M Buy
554,700
+6,200
+1% +$140K ﹤0.01% 904
2023
Q4 		$11M Buy
+548,500
New +$9.89M ﹤0.01% 948

Other funds holding FWRG

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return