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Holos Integrated Wealth’s Portillo's PTLO Stock Holding History

Holos Integrated Wealth’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 		$317 Hold
66
– – ﹤0.01% 366
2026
Q1 		$370 Hold
66
– – ﹤0.01% 389
2025
Q4 		$303 Hold
66
– – ﹤0.01% 300
2025
Q3 		$396 Hold
66
– – ﹤0.01% 293
2025
Q2 		$490 Hold
66
– – ﹤0.01% 291
2025
Q1 		$785 Hold
66
– – ﹤0.01% 290
2024
Q4 		$620 Buy
+66
New +$755 ﹤0.01% 295

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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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

Holos Integrated Wealth's PTLO Position: Q2 2026 in Review

Holos Integrated Wealth held its Portillo's (PTLO) position steady in Q2 2026 at 66 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Holos Integrated Wealth first reported a position in PTLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $785 in Q1 2025. 15 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Holos Integrated Wealth held 66 shares of Portillo's worth $317 as of Q2 2026.
  • Holos Integrated Wealth left its Portillo's share count unchanged in Q2 2026.
  • Portillo's made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #366 holding.
  • Holos Integrated Wealth first reported a position in Portillo's in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Portillo's position peaked at $785 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.