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
Q2 		$486K Sell
37,740
-13,826
-27% -$162K ﹤0.01% 1790
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 $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

Universal-Beteiligungs- und Servicegesellschaft's FWRG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its First Watch Restaurant Group (FWRG) stake by 27% in Q2 2026, selling an estimated $162K and leaving 37,740 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in FWRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $609K in Q4 2025. 206 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 37,740 shares of First Watch Restaurant Group worth $486K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 13,826 First Watch Restaurant Group shares in Q2 2026, an estimated $162K.
  • First Watch Restaurant Group made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1790 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in First Watch Restaurant Group in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's First Watch Restaurant Group position peaked at $609K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.