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Heartwood Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-21
Closed -$4K – 317
2025
Q3 		$4K Buy
+21
New +$4.32K ﹤0.01% 432

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Wellington Management Group
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State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartwood Wealth Advisors's DRI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Darden Restaurants (DRI) in Q4 2025, closing a stake of 21 shares — an estimated $4K sold.

Heartwood Wealth Advisors first reported a position in DRI in Q3 2025 and held it in 1 quarter. The position peaked at $4K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold DRI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Darden Restaurants position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 21 Darden Restaurants shares in Q4 2025, an estimated $4K.
  • Heartwood Wealth Advisors first reported a position in Darden Restaurants in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Darden Restaurants position peaked at $4K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.