DHJJ Financial Advisors’s Portillo's PTLO Stock Holding History

DHJJ Financial 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	$1.02K	Hold	215	–	–	﹤0.01%	823
2026 Q1	$1.14K	Hold	215	–	–	﹤0.01%	797
2025 Q4	$977	Hold	215	–	–	﹤0.01%	789
2025 Q3	$1.39K	Hold	215	–	–	﹤0.01%	723
2025 Q2	$2.51K	Hold	215	–	–	﹤0.01%	666
2025 Q1	$2.56K	Hold	215	–	–	﹤0.01%	625
2024 Q4	$2.02K	Sell	215 -30	-12%	-$343	﹤0.01%	607
2024 Q3	$3.3K	Hold	245	–	–	﹤0.01%	569
2024 Q2	$2.38K	Hold	245	–	–	﹤0.01%	550
2024 Q1	$3.48K	Hold	245	–	–	﹤0.01%	519
2023 Q4	$3.9K	Buy	245 +100	+69%	+$1.54K	﹤0.01%	510
2023 Q3	$2.23K	Buy	+145	New	+$2.83K	﹤0.01%	536

Other funds holding PTLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DHJJ Financial Advisors's PTLO Position: Q2 2026 in Review

DHJJ Financial Advisors held its Portillo's (PTLO) position steady in Q2 2026 at 215 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

DHJJ Financial Advisors first reported a position in PTLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.9K in Q4 2023. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

DHJJ Financial Advisors held 215 shares of Portillo's worth $1.02K as of Q2 2026.
DHJJ Financial Advisors left its Portillo's share count unchanged in Q2 2026.
Portillo's made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #823 holding.
DHJJ Financial Advisors first reported a position in Portillo's in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Portillo's position peaked at $3.9K in Q4 2023.
172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.