Wasatch Advisors’s First Watch Restaurant Group FWRG Stock Holding History

Wasatch Advisors’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	–	Sell	-441,416	Closed	-$4.63M	–	226
2026 Q1	$4.63M	Sell	441,416 -10,452	-2%	-$151K	0.03%	165
2025 Q4	$6.81M	Buy	451,868 +82,174	+22%	+$1.38M	0.04%	160
2025 Q3	$5.78M	Buy	369,694 +18,100	+5%	+$316K	0.03%	178
2025 Q2	$5.64M	Sell	351,594 -119,395	-25%	-$2M	0.03%	183
2025 Q1	$7.84M	Hold	470,989	–	–	0.04%	166
2024 Q4	$8.77M	Buy	+470,989	New	+$8.32M	0.04%	165

Other funds holding FWRG

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return