Winton Group’s First Watch Restaurant Group FWRG Stock Holding History

Winton Group’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	-18,593	Closed	-$298K	–	838
2025 Q2	$298K	Buy	+18,593	New	+$312K	0.02%	690

Other funds holding FWRG

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Winton Group's FWRG Position: Q3 2025 in Review

Winton Group sold out of First Watch Restaurant Group (FWRG) in Q3 2025, closing a stake of 18,593 shares — an estimated $298K sold.

Winton Group first reported a position in FWRG in Q2 2025 and held it in 1 quarter. The position peaked at $298K in Q2 2025. 184 funds tracked by Wall St. Rank hold FWRG as of Q3 2025.

Winton Group reported no remaining First Watch Restaurant Group position as of Q3 2025 after selling out during the quarter.
Winton Group sold 18,593 First Watch Restaurant Group shares in Q3 2025, an estimated $298K.
Winton Group first reported a position in First Watch Restaurant Group in Q2 2025 and held it in 1 quarter.
Winton Group's First Watch Restaurant Group position peaked at $298K in Q2 2025.
184 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.