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Atria Wealth Solutions’s Portillo's PTLO Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$412K Buy
35,319
+15,580
+79% +$180K 0.01% 1006
2025
Q1 		$235K Buy
+19,739
New +$257K ﹤0.01% 1624
2024
Q4 		– Sell
-30,056
Closed -$405K – 2069
2024
Q3 		$405K Buy
30,056
+1,793
+6% +$20K ﹤0.01% 1346
2024
Q2 		$275K Buy
28,263
+9,978
+55% +$111K ﹤0.01% 1561
2024
Q1 		$259K Buy
+18,285
New +$254K ﹤0.01% 1658

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Atria Wealth Solutions's PTLO Position: Q2 2025 in Review

Atria Wealth Solutions increased its Portillo's (PTLO) stake by 79% in Q2 2025, buying an estimated $180K and bringing the position to 35,319 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #1006.

Atria Wealth Solutions first reported a position in PTLO in Q1 2024 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold PTLO as of Q2 2025.

  • Atria Wealth Solutions held 35,319 shares of Portillo's worth $412K as of Q2 2025.
  • Atria Wealth Solutions bought 15,580 Portillo's shares in Q2 2025, an estimated $180K.
  • Portillo's made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1006 holding.
  • Atria Wealth Solutions first reported a position in Portillo's in Q1 2024 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Portillo's as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.