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Atria Wealth Solutions’s Darden Restaurants DRI Stock Holding History

Atria Wealth Solutions’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
Q2 		$680K Sell
3,112
-307
-9% -$63.7K 0.02% 793
2025
Q1 		$710K Sell
3,419
-240
-7% -$46.3K 0.01% 1025
2024
Q4 		$683K Buy
3,659
+455
+14% +$76.3K 0.01% 1093
2024
Q3 		$526K Sell
3,204
-1,857
-37% -$281K 0.01% 1224
2024
Q2 		$766K Sell
5,061
-3,438
-40% -$523K 0.01% 1020
2024
Q1 		$1.42M Buy
8,499
+370
+5% +$61.4K 0.02% 757
2023
Q4 		$1.34M Sell
8,129
-938
-10% -$142K 0.02% 754
2023
Q3 		$1.3M Buy
9,067
+128
+1% +$20.3K 0.02% 710
2023
Q2 		$1.49M Sell
8,939
-507
-5% -$79.6K 0.02% 681
2023
Q1 		$1.47M Buy
9,446
+2,303
+32% +$341K 0.02% 656
2022
Q4 		$988K Buy
7,143
+227
+3% +$31.7K 0.02% 756
2022
Q3 		$874K Buy
6,916
+4,040
+140% +$505K 0.02% 766
2022
Q2 		$325K Sell
2,876
-3,367
-54% -$420K 0.01% 1168
2022
Q1 		$830K Buy
+6,243
New +$862K 0.01% 806

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's DRI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Darden Restaurants (DRI) stake by 9% in Q2 2025, selling an estimated $63.7K and leaving 3,112 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #793.

Atria Wealth Solutions first reported a position in DRI in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q2 2023. 1,061 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Atria Wealth Solutions held 3,112 shares of Darden Restaurants worth $680K as of Q2 2025.
  • Atria Wealth Solutions sold 307 Darden Restaurants shares in Q2 2025, an estimated $63.7K.
  • Darden Restaurants made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #793 holding.
  • Atria Wealth Solutions first reported a position in Darden Restaurants in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Darden Restaurants position peaked at $1.49M in Q2 2023.
  • 1,061 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.