GI
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GAMMA Investing’s Portillo's PTLO Stock Holding History

GAMMA Investing’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 		$8.64K Sell
1,823
-7,786
-81% -$37.7K ﹤0.01% 3282
2026
Q1 		$50.8K Buy
9,609
+751
+8% +$4.09K ﹤0.01% 2167
2025
Q4 		$40.2K Buy
8,858
+8,688
+5,111% +$45.4K ﹤0.01% 2215
2025
Q3 		$1.1K Sell
170
-52
-23% -$439 ﹤0.01% 3595
2025
Q2 		$2.59K Sell
222
-391
-64% -$4.51K ﹤0.01% 3328
2025
Q1 		$7.29K Buy
613
+595
+3,306% +$7.74K ﹤0.01% 2899
2024
Q4 		$169 Sell
18
-80
-82% -$915 ﹤0.01% 3725
2024
Q3 		$1.32K Buy
98
+29
+42% +$324 ﹤0.01% 3185
2024
Q2 		$671 Buy
+69
New +$768 ﹤0.01% 3149
2024
Q1 		– Sell
-22
Closed -$302 – 3361
2023
Q4 		$302 Buy
+22
New +$340 ﹤0.01% 3052

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's PTLO Position: Q2 2026 in Review

GAMMA Investing reduced its Portillo's (PTLO) stake by 81% in Q2 2026, selling an estimated $37.7K and leaving 1,823 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

GAMMA Investing first reported a position in PTLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $50.8K in Q1 2026. 14 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • GAMMA Investing held 1,823 shares of Portillo's worth $8.64K as of Q2 2026.
  • GAMMA Investing sold 7,786 Portillo's shares in Q2 2026, an estimated $37.7K.
  • Portillo's made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3282 holding.
  • GAMMA Investing first reported a position in Portillo's in Q4 2023 and has held it in 10 quarters since.
  • GAMMA Investing's Portillo's position peaked at $50.8K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.