Orion Portfolio Solutions’s Darden Restaurants DRI Stock Holding History

Orion Portfolio 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 Q1	$569K	Sell	2,741 -3,102	-53%	-$599K	0.01%	1362
2024 Q4	$1.09M	Buy	5,843 +433	+8%	+$72.6K	0.01%	1006
2024 Q3	$888K	Sell	5,410 -1,782	-25%	-$270K	0.01%	1107
2024 Q2	$1.09M	Buy	7,192 +153	+2%	+$23.3K	0.01%	951
2024 Q1	$1.18M	Buy	7,039 +3,523	+100%	+$585K	0.01%	914
2023 Q4	$577K	Buy	3,516 +1,341	+62%	+$203K	0.01%	1153
2023 Q3	$312K	Sell	2,175 -1,356	-38%	-$215K	﹤0.01%	1362
2023 Q2	$590K	Sell	3,531 -143	-4%	-$22.5K	0.01%	1158
2023 Q1	$570K	Buy	+3,674	New	+$544K	0.01%	1094
2020 Q3	–	Sell	-1,698	Closed	-$129K	–	840
2020 Q2	$129K	Buy	1,698 +65	+4%	+$4.61K	0.01%	494
2020 Q1	$89K	Sell	1,633 -587	-26%	-$57.1K	0.01%	465
2019 Q4	$242K	Buy	+2,220	New	+$252K	0.02%	287

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Orion Portfolio Solutions's DRI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Darden Restaurants (DRI) stake by 53% in Q1 2025, selling an estimated $599K and leaving 2,741 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1362.

Orion Portfolio Solutions first reported a position in DRI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

Orion Portfolio Solutions held 2,741 shares of Darden Restaurants worth $569K as of Q1 2025.
Orion Portfolio Solutions sold 3,102 Darden Restaurants shares in Q1 2025, an estimated $599K.
Darden Restaurants made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1362 holding.
Orion Portfolio Solutions first reported a position in Darden Restaurants in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Darden Restaurants position peaked at $1.18M in Q1 2024.
1,012 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.