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Morton Brown Family Wealth’s Portillo's PTLO Stock Holding History

Morton Brown Family 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
2025
Q1 		– Sell
-25
Closed -$235 – 348
2024
Q4 		$235 Hold
25
– – ﹤0.01% 270
2024
Q3 		$337 Buy
+25
New +$279 ﹤0.01% 255

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Morton Brown Family Wealth's PTLO Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Portillo's (PTLO) in Q1 2025, closing a stake of 25 shares — an estimated $235 sold.

Morton Brown Family Wealth first reported a position in PTLO in Q3 2024 and held it in 2 quarters. The position peaked at $337 in Q3 2024. 196 funds tracked by Wall St. Rank hold PTLO as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Portillo's position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 25 Portillo's shares in Q1 2025, an estimated $235.
  • Morton Brown Family Wealth first reported a position in Portillo's in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Portillo's position peaked at $337 in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Portillo's as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.