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 Q3	$250K	Sell	70,300 -15,531	-18%	-$68.8K	0.17%	115
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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

4Wealth Advisors's PTLO Position: Q3 2026 in Review

4Wealth Advisors reduced its Portillo's (PTLO) stake by 18% in Q3 2026, selling an estimated $68.8K and leaving 70,300 shares worth $250K. The position accounts for 0.17% of the portfolio, ranked #115.

4Wealth Advisors first reported a position in PTLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $547K in Q3 2025. 38 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

4Wealth Advisors held 70,300 shares of Portillo's worth $250K as of Q3 2026.
4Wealth Advisors sold 15,531 Portillo's shares in Q3 2026, an estimated $68.8K.
Portillo's made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #115 holding.
4Wealth Advisors first reported a position in Portillo's in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Portillo's position peaked at $547K in Q3 2025.
38 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.