4Wealth Advisors’s Portillo's PTLO Stock Holding History

4Wealth Advisors’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Buy	85,831 +3,305	+4%	+$16K	0.31%	95
2026 Q1	$433K	Sell	82,526 -2,704	-3%	-$14.7K	0.37%	89
2025 Q4	$387K	Buy	85,230 +362	+0.4%	+$1.89K	0.33%	98
2025 Q3	$547K	Buy	84,868 +42,687	+101%	+$360K	0.49%	70
2025 Q2	$492K	Sell	42,181 -1,361	-3%	-$15.7K	0.5%	70
2025 Q1	$518K	Buy	43,542 +13,792	+46%	+$179K	0.56%	63
2024 Q4	$280K	Buy	+29,750	New	+$340K	0.28%	120

Other funds holding PTLO

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 1-Year Est. Return

MFS

Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

4Wealth Advisors's PTLO Position: Q2 2026 in Review

4Wealth Advisors increased its Portillo's (PTLO) stake by 4% in Q2 2026, buying an estimated $16K and bringing the position to 85,831 shares worth $408K. The position accounts for 0.31% of the portfolio, ranked #95.

4Wealth Advisors first reported a position in PTLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q3 2025. 34 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

4Wealth Advisors held 85,831 shares of Portillo's worth $408K as of Q2 2026.
4Wealth Advisors bought 3,305 Portillo's shares in Q2 2026, an estimated $16K.
Portillo's made up 0.31% of 4Wealth Advisors's portfolio in Q2 2026, its #95 holding.
4Wealth Advisors first reported a position in Portillo's in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Portillo's position peaked at $547K in Q3 2025.
34 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.