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Private Wealth Asset Management’s Darden Restaurants DRI Stock Holding History

Private Wealth Asset 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
2026
Q1 		– Sell
-2
Closed -$368 – 993
2025
Q4 		$368 Hold
2
– – ﹤0.01% 910
2025
Q3 		$381 Hold
2
– – ﹤0.01% 897
2025
Q2 		$436 Hold
2
– – ﹤0.01% 882
2025
Q1 		$416 Buy
+2
New +$386 ﹤0.01% 1010

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Asset Management's DRI Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Darden Restaurants (DRI) in Q1 2026, closing a stake of 2 shares — an estimated $368 sold.

Private Wealth Asset Management first reported a position in DRI in Q1 2025 and held it in 4 quarters. The position peaked at $436 in Q2 2025. 1,026 funds tracked by Wall St. Rank hold DRI as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Darden Restaurants position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Darden Restaurants shares in Q1 2026, an estimated $368.
  • Private Wealth Asset Management first reported a position in Darden Restaurants in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Darden Restaurants position peaked at $436 in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.