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Innovative Asset Advisors Group’s Darden Restaurants DRI Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-16
Closed -$3.14K – 487
2026
Q1 		$3.14K Buy
+16
New +$3.29K ﹤0.01% 834

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Vanguard Capital Management
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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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's DRI Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Darden Restaurants (DRI) in Q2 2026, closing a stake of 16 shares — an estimated $3.14K sold.

Innovative Asset Advisors Group first reported a position in DRI in Q1 2026 and held it in 1 quarter. The position peaked at $3.14K in Q1 2026. 1,033 funds tracked by Wall St. Rank hold DRI as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Darden Restaurants position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 16 Darden Restaurants shares in Q2 2026, an estimated $3.14K.
  • Innovative Asset Advisors Group first reported a position in Darden Restaurants in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Darden Restaurants position peaked at $3.14K in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.