Investors Portfolio Services’s Portillo's PTLO Stock Holding History

Investors Portfolio Services’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	–	Sell	-79	Closed	-$330	–	775
2026 Q1	$330	Buy	+79	New	+$430	﹤0.01%	607

Other funds holding PTLO

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

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Investors Portfolio Services's PTLO Position: Q2 2026 in Review

Investors Portfolio Services sold out of Portillo's (PTLO) in Q2 2026, closing a stake of 79 shares — an estimated $330 sold.

Investors Portfolio Services first reported a position in PTLO in Q1 2026 and held it in 1 quarter. The position peaked at $330 in Q1 2026. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

Investors Portfolio Services reported no remaining Portillo's position as of Q2 2026 after selling out during the quarter.
Investors Portfolio Services sold 79 Portillo's shares in Q2 2026, an estimated $330.
Investors Portfolio Services first reported a position in Portillo's in Q1 2026 and held it in 1 quarter.
Investors Portfolio Services's Portillo's position peaked at $330 in Q1 2026.
172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.