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Plante Moran Financial Advisors’s Portillo's PTLO Stock Holding History

Plante Moran Financial Advisors’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 		$237 Hold
50
– – ﹤0.01% 1401
2026
Q1 		$265 Hold
50
– – ﹤0.01% 695
2025
Q4 		$227 Hold
50
– – ﹤0.01% 783
2025
Q3 		$323 Hold
50
– – ﹤0.01% 750
2025
Q2 		$584 Hold
50
– – ﹤0.01% 719
2025
Q1 		$595 Hold
50
– – ﹤0.01% 742
2024
Q4 		$470 Hold
50
– – ﹤0.01% 857
2024
Q3 		$674 Hold
50
– – ﹤0.01% 801
2024
Q2 		$486 Hold
50
– – ﹤0.01% 744
2024
Q1 		$709 Hold
50
– – ﹤0.01% 797
2023
Q4 		$797 Hold
50
– – ﹤0.01% 767
2023
Q3 		$770 Hold
50
– – ﹤0.01% 698
2023
Q2 		$1.13K Hold
50
– – ﹤0.01% 724
2023
Q1 		$1.07K Hold
50
– – ﹤0.01% 736
2022
Q4 		$816 Hold
50
– – ﹤0.01% 775
2022
Q3 		$1K Hold
50
– – ﹤0.01% 826
2022
Q2 		$1K Hold
50
– – ﹤0.01% 937
2022
Q1 		$1K Sell
50
-1,954
-98% -$51.7K ﹤0.01% 786
2021
Q4 		$75K Buy
+2,004
New +$80.3K 0.01% 291

Other funds holding PTLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Orbis Allan Gray
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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's PTLO Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Portillo's (PTLO) position steady in Q2 2026 at 50 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Plante Moran Financial Advisors first reported a position in PTLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $75K in Q4 2021. 171 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Plante Moran Financial Advisors held 50 shares of Portillo's worth $237 as of Q2 2026.
  • Plante Moran Financial Advisors left its Portillo's share count unchanged in Q2 2026.
  • Portillo's made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1401 holding.
  • Plante Moran Financial Advisors first reported a position in Portillo's in Q4 2021 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's Portillo's position peaked at $75K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.