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Acumen Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Acumen Wealth Advisors’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6
Closed -$1.1K – 487
2025
Q4 		$1.1K Buy
+6
New +$1.09K ﹤0.01% 448

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acumen Wealth Advisors's DRI Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 6 shares — an estimated $1.1K sold.

Acumen Wealth Advisors first reported a position in DRI in Q4 2025 and held it in 1 quarter. The position peaked at $1.1K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 6 Darden Restaurants shares in Q1 2026, an estimated $1.1K.
  • Acumen Wealth Advisors first reported a position in Darden Restaurants in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Darden Restaurants position peaked at $1.1K in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.