Wealth Enhancement Advisory Services
FWRG icon

Wealth Enhancement Advisory Services’s First Watch Restaurant Group FWRG Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$415K Buy
37,907
+16,756
+79% +$201K ﹤0.01% 3016
2026
Q2 		$264K Buy
+21,151
New +$248K ﹤0.01% 3328

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Moody National Bank Trust Division
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Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
NBC Securities
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Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
WW
Wavvest Wealth Chicago, Illinois $124M AUM
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's FWRG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Watch Restaurant Group (FWRG) stake by 79% in Q3 2026, buying an estimated $201K and bringing the position to 37,907 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Wealth Enhancement Advisory Services first reported a position in FWRG in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 37,907 shares of First Watch Restaurant Group worth $415K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 16,756 First Watch Restaurant Group shares in Q3 2026, an estimated $201K.
  • First Watch Restaurant Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3016 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Watch Restaurant Group in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.