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Providence Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Providence 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
Q2 		– Sell
-1,060
Closed -$220K – 91
2025
Q1 		$220K Buy
+1,060
New +$205K 0.17% 75

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BlackRock
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State Street
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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

Providence Wealth Advisors's DRI Position: Q2 2025 in Review

Providence Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2025, closing a stake of 1,060 shares — an estimated $220K sold.

Providence Wealth Advisors first reported a position in DRI in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold DRI as of Q2 2025.

  • Providence Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2025 after selling out during the quarter.
  • Providence Wealth Advisors sold 1,060 Darden Restaurants shares in Q2 2025, an estimated $220K.
  • Providence Wealth Advisors first reported a position in Darden Restaurants in Q1 2025 and held it in 1 quarter.
  • Providence Wealth Advisors's Darden Restaurants position peaked at $220K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2025.

Based on Providence Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.