GHP Investment Advisors’s Portillo's PTLO Stock Holding History

GHP Investment 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
2025 Q2	–	Sell	-630	Closed	-$7.49K	–	1001
2025 Q1	$7.49K	Buy	+630	New	+$8.19K	﹤0.01%	726

Other funds holding PTLO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

GHP Investment Advisors's PTLO Position: Q2 2025 in Review

GHP Investment Advisors sold out of Portillo's (PTLO) in Q2 2025, closing a stake of 630 shares — an estimated $7.49K sold.

GHP Investment Advisors first reported a position in PTLO in Q1 2025 and held it in 1 quarter. The position peaked at $7.49K in Q1 2025. 198 funds tracked by Wall St. Rank hold PTLO as of Q2 2025.

GHP Investment Advisors reported no remaining Portillo's position as of Q2 2025 after selling out during the quarter.
GHP Investment Advisors sold 630 Portillo's shares in Q2 2025, an estimated $7.49K.
GHP Investment Advisors first reported a position in Portillo's in Q1 2025 and held it in 1 quarter.
GHP Investment Advisors's Portillo's position peaked at $7.49K in Q1 2025.
198 funds tracked by Wall St. Rank held Portillo's as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.