VOYA Investment Management
FWRG icon

VOYA Investment Management’s First Watch Restaurant Group FWRG Stock Holding History

VOYA Investment Management’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
Q3 		– Sell
-11,090
Closed -$178K – 2523
2025
Q2 		$178K Buy
+11,090
New +$186K ﹤0.01% 2355
2024
Q4 		– Sell
-10,338
Closed -$161K – 2750
2024
Q3 		$161K Buy
10,338
+112
+1% +$1.78K ﹤0.01% 2541
2024
Q2 		$180K Buy
+10,226
New +$214K ﹤0.01% 2501

Other funds holding FWRG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VOYA Investment Management's FWRG Position: Q3 2025 in Review

VOYA Investment Management sold out of First Watch Restaurant Group (FWRG) in Q3 2025, closing a stake of 11,090 shares — an estimated $178K sold.

VOYA Investment Management first reported a position in FWRG in Q2 2024 and held it in 3 quarters. The position peaked at $180K in Q2 2024. 184 funds tracked by Wall St. Rank hold FWRG as of Q3 2025.

  • VOYA Investment Management reported no remaining First Watch Restaurant Group position as of Q3 2025 after selling out during the quarter.
  • VOYA Investment Management sold 11,090 First Watch Restaurant Group shares in Q3 2025, an estimated $178K.
  • VOYA Investment Management first reported a position in First Watch Restaurant Group in Q2 2024 and held it in 3 quarters.
  • VOYA Investment Management's First Watch Restaurant Group position peaked at $180K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2025.

Based on VOYA Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.