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Iron Horse Wealth Management’s Darden Restaurants DRI Stock Holding History

Iron Horse Wealth Management’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 		– Sell
-4
Closed -$831 – 608
2025
Q1 		$831 Buy
+4
New +$772 ﹤0.01% 528

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's DRI Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 4 shares — an estimated $831 sold.

Iron Horse Wealth Management first reported a position in DRI in Q1 2025 and held it in 1 quarter. The position peaked at $831 in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 4 Darden Restaurants shares in Q2 2025, an estimated $831.
  • Iron Horse Wealth Management first reported a position in Darden Restaurants in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Darden Restaurants position peaked at $831 in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.