Aaron Wealth Advisors
PTLO icon

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
Q3 		– Sell
-10,000
Closed -$47.4K – 744
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

Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CenterStar Asset Management
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

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

Aaron Wealth Advisors sold out of Portillo's (PTLO) in Q3 2026, closing a stake of 10,000 shares — an estimated $47.4K sold.

Aaron Wealth Advisors first reported a position in PTLO in Q4 2021 and held it in 5 quarters. The position peaked at $773K in Q4 2021. 33 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Portillo's position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 10,000 Portillo's shares in Q3 2026, an estimated $47.4K.
  • Aaron Wealth Advisors first reported a position in Portillo's in Q4 2021 and held it in 5 quarters.
  • Aaron Wealth Advisors's Portillo's position peaked at $773K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

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