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

Integrated Wealth Concepts’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 		$13.5K Buy
+2,856
New +$13.8K ﹤0.01% 4379

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 40.91% 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

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

Integrated Wealth Concepts opened a new position in Portillo's (PTLO) in Q2 2026: 2,856 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #4379 among its holdings.

171 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Integrated Wealth Concepts held 2,856 shares of Portillo's worth $13.5K as of Q2 2026.
  • Portillo's was a new Integrated Wealth Concepts position in Q2 2026.
  • Portillo's made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4379 holding.
  • 171 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.