Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Portillo's PTLO Stock Holding History

Cambridge Investment Research 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
Q1 		– Sell
-10,348
Closed -$47K – 4038
2025
Q4 		$47K Sell
10,348
-3,175
-23% -$16.6K ﹤0.01% 3758
2025
Q3 		$87K Sell
13,523
-655
-5% -$5.53K ﹤0.01% 3603
2025
Q2 		$165K Sell
14,178
-1,351
-9% -$15.6K ﹤0.01% 3390
2025
Q1 		$185K Sell
15,529
-4,919
-24% -$64K ﹤0.01% 3227
2024
Q4 		$192K Sell
20,448
-18,461
-47% -$211K ﹤0.01% 3202
2024
Q3 		$524K Sell
38,909
-616
-2% -$6.88K ﹤0.01% 2372
2024
Q2 		$384K Buy
39,525
+2,151
+6% +$24K ﹤0.01% 2506
2024
Q1 		$530K Buy
37,374
+4,295
+13% +$59.6K ﹤0.01% 2228
2023
Q4 		$527K Sell
33,079
-2,029
-6% -$31.4K ﹤0.01% 2138
2023
Q3 		$540K Sell
35,108
-914
-3% -$17.8K ﹤0.01% 2022
2023
Q2 		$812K Buy
36,022
+20
+0.1% +$417 ﹤0.01% 1756
2023
Q1 		$769K Sell
36,002
-1,750
-5% -$36.8K ﹤0.01% 1754
2022
Q4 		$616K Sell
37,752
-4,315
-10% -$86.4K ﹤0.01% 1864
2022
Q3 		$828K Buy
42,067
+2,445
+6% +$53.8K ﹤0.01% 1606
2022
Q2 		$648K Buy
39,622
+2,070
+6% +$39.9K ﹤0.01% 1767
2022
Q1 		$922K Buy
37,552
+7,601
+25% +$201K ﹤0.01% 1632
2021
Q4 		$1.12M Buy
+29,951
New +$1.2M 0.01% 1496

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

Cambridge Investment Research Advisors's PTLO Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Portillo's (PTLO) in Q1 2026, closing a stake of 10,348 shares — an estimated $47K sold.

Cambridge Investment Research Advisors first reported a position in PTLO in Q4 2021 and held it in 17 quarters. The position peaked at $1.12M in Q4 2021. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Portillo's position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,348 Portillo's shares in Q1 2026, an estimated $47K.
  • Cambridge Investment Research Advisors first reported a position in Portillo's in Q4 2021 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's Portillo's position peaked at $1.12M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.