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Global Retirement Partners’s Portillo's PTLO Stock Holding History

Global Retirement Partners’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 		$13K Buy
+2,733
New +$13.2K ﹤0.01% 3279
2025
Q4 		$12.4K Sell
2,733
-4,980
-65% -$26K ﹤0.01% 3071
2025
Q3 		$49.7K Sell
7,713
-2,209
-22% -$18.6K ﹤0.01% 1893
2025
Q2 		$116K Buy
+9,922
New +$114K ﹤0.01% 1363
2024
Q4 		$98K Sell
10,422
-5,311
-34% -$60.8K ﹤0.01% 1279
2024
Q3 		$212K Sell
15,733
-493
-3% -$5.5K 0.01% 894
2024
Q2 		$158K Hold
16,226
– – ﹤0.01% 990
2024
Q1 		$230K Sell
16,226
-438
-3% -$6.08K 0.01% 744
2023
Q4 		$229K Buy
16,664
+319
+2% +$4.93K 0.01% 705
2023
Q3 		$257K Buy
16,345
+1,844
+13% +$36K 0.01% 591
2023
Q2 		$327K Hold
14,501
– – 0.02% 548
2023
Q1 		$338K Buy
14,501
+14,453
+30,110% +$304K 0.02% 520
2022
Q4 		$783 Hold
48
– – ﹤0.01% 2656
2022
Q3 		$1K Buy
+48
New +$1.06K ﹤0.01% 2554
2022
Q2 		– Sell
-125
Closed -$2K – 2845
2022
Q1 		$2K Buy
+125
New +$3.31K ﹤0.01% 2232

Other funds holding PTLO

BlackRock
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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Retirement Partners's PTLO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Portillo's (PTLO) in Q2 2026: 2,733 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #3279 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PTLO as recently as Q4 2025.

Global Retirement Partners first reported a position in PTLO in Q1 2022 and has held it in 15 quarters since. The position peaked at $338K in Q1 2023. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Global Retirement Partners held 2,733 shares of Portillo's worth $13K as of Q2 2026.
  • Portillo's was a new Global Retirement Partners position in Q2 2026.
  • Portillo's made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3279 holding.
  • Global Retirement Partners first reported a position in Portillo's in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Portillo's position peaked at $338K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.