PWPS
PTLO icon

Pinnacle Wealth Planning Services’s Portillo's PTLO Stock Holding History

Pinnacle Wealth Planning 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
-243
Closed -$1.28K – 2817
2026
Q1 		$1.28K Hold
243
– – ﹤0.01% 2517
2025
Q4 		$1.1K Buy
+243
New +$1.27K ﹤0.01% 2574

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

Pinnacle Wealth Planning Services's PTLO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Portillo's (PTLO) in Q2 2026, closing a stake of 243 shares — an estimated $1.28K sold.

Pinnacle Wealth Planning Services first reported a position in PTLO in Q4 2025 and held it in 2 quarters. The position peaked at $1.28K in Q1 2026. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Portillo's position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 243 Portillo's shares in Q2 2026, an estimated $1.28K.
  • Pinnacle Wealth Planning Services first reported a position in Portillo's in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Portillo's position peaked at $1.28K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.