Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s First Watch Restaurant Group FWRG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$540K Buy
51,566
+11,159
+28% +$161K ﹤0.01% 1695
2025
Q4 		$609K Buy
40,407
+3,778
+10% +$63.7K ﹤0.01% 1652
2025
Q3 		$573K Buy
36,629
+14,072
+62% +$245K ﹤0.01% 1719
2025
Q2 		$362K Buy
22,557
+2,270
+11% +$38.1K ﹤0.01% 1775
2025
Q1 		$338K Buy
20,287
+14
+0.1% +$270 ﹤0.01% 1756
2024
Q4 		$377K Buy
+20,273
New +$358K ﹤0.01% 985

Other funds holding FWRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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