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

Aaron Wealth 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	$47.4K	Hold	10,000	–	–	﹤0.01%	685
2026 Q1	$52.9K	Buy	+10,000	New	+$54.4K	﹤0.01%	687
2023 Q4	–	Sell	-10,000	Closed	-$154K	–	281
2023 Q3	$154K	Buy	+10,000	New	+$195K	0.02%	254
2022 Q2	–	Sell	-3,300	Closed	-$81K	–	680
2022 Q1	$81K	Sell	3,300 -17,315	-84%	-$458K	0.02%	309
2021 Q4	$773K	Buy	+20,615	New	+$826K	0.22%	67

Other funds holding PTLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Aaron Wealth Advisors held its Portillo's (PTLO) position steady in Q2 2026 at 10,000 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Aaron Wealth Advisors first reported a position in PTLO in Q4 2021 and has held it in 5 quarters since. The position peaked at $773K in Q4 2021. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

Aaron Wealth Advisors held 10,000 shares of Portillo's worth $47.4K as of Q2 2026.
Aaron Wealth Advisors left its Portillo's share count unchanged in Q2 2026.
Portillo's made up ﹤0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #685 holding.
Aaron Wealth Advisors first reported a position in Portillo's in Q4 2021 and has held it in 5 quarters since.
Aaron Wealth Advisors's Portillo's position peaked at $773K in Q4 2021.
172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.