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Apexium Financial’s Darden Restaurants DRI Stock Holding History

Apexium Financial’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
2025
Q3 		$1.21M Sell
6,339
-48
-0.8% -$9.87K 0.06% 116
2025
Q2 		$1.39M Buy
6,387
+2
+0% +$415 0.07% 104
2025
Q1 		$1.33M Buy
+6,385
New +$1.23M 0.08% 104
2024
Q1 		– Sell
-6,550
Closed -$1.08M – 239
2023
Q4 		$1.08M Buy
+6,550
New +$992K 0.08% 108

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's DRI Position: Q3 2025 in Review

Apexium Financial reduced its Darden Restaurants (DRI) stake by 0.75% in Q3 2025, selling an estimated $9.87K and leaving 6,339 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #116.

Apexium Financial first reported a position in DRI in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.39M in Q2 2025. 982 funds tracked by Wall St. Rank hold DRI as of Q3 2025.

  • Apexium Financial held 6,339 shares of Darden Restaurants worth $1.21M as of Q3 2025.
  • Apexium Financial sold 48 Darden Restaurants shares in Q3 2025, an estimated $9.87K.
  • Darden Restaurants made up 0.06% of Apexium Financial's portfolio in Q3 2025, its #116 holding.
  • Apexium Financial first reported a position in Darden Restaurants in Q4 2023 and has held it in 4 quarters since.
  • Apexium Financial's Darden Restaurants position peaked at $1.39M in Q2 2025.
  • 982 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.