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	-81,048	Closed	-$3.3M	–	680
2022 Q1	$3.3M	Buy	81,048 +60,433	+293%	+$1.6M	0.05%	168
2021 Q4	$773K	Buy	+20,615	New	+$826K	0.22%	67

Other funds holding PTLO

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

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

VCM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $3.3M in Q1 2022. 14 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 $3.3M in Q1 2022.
14 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.