AIM
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Aigen Investment Management’s Portillo's PTLO Stock Holding History

Aigen Investment Management’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
Q1 		– Sell
-29,470
Closed -$134K – 738
2025
Q4 		$134K Buy
29,470
+15,528
+111% +$81.1K 0.03% 509
2025
Q3 		$89.9K Sell
13,942
-13,965
-50% -$118K 0.01% 747
2025
Q2 		$326K Buy
+27,907
New +$322K 0.04% 503
2023
Q4 		– Sell
-11,077
Closed -$170K – 1026
2023
Q3 		$170K Sell
11,077
-12,624
-53% -$247K 0.03% 697
2023
Q2 		$534K Buy
23,701
+10,849
+84% +$226K 0.08% 333
2023
Q1 		$275K Buy
+12,852
New +$270K 0.04% 449

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Aigen Investment Management's PTLO Position: Q1 2026 in Review

Aigen Investment Management sold out of Portillo's (PTLO) in Q1 2026, closing a stake of 29,470 shares — an estimated $134K sold.

Aigen Investment Management first reported a position in PTLO in Q1 2023 and held it in 6 quarters. The position peaked at $534K in Q2 2023. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

  • Aigen Investment Management reported no remaining Portillo's position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 29,470 Portillo's shares in Q1 2026, an estimated $134K.
  • Aigen Investment Management first reported a position in Portillo's in Q1 2023 and held it in 6 quarters.
  • Aigen Investment Management's Portillo's position peaked at $534K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.