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 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Plante Moran Financial Advisors's PTLO Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Portillo's (PTLO) position steady in Q1 2026 at 50 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Plante Moran Financial Advisors first reported a position in PTLO in Q4 2021 and has held it in 18 quarters since. The position peaked at $75K in Q4 2021. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

Plante Moran Financial Advisors held 50 shares of Portillo's worth $265 as of Q1 2026.
Plante Moran Financial Advisors left its Portillo's share count unchanged in Q1 2026.
Portillo's made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #695 holding.
Plante Moran Financial Advisors first reported a position in Portillo's in Q4 2021 and has held it in 18 quarters since.
Plante Moran Financial Advisors's Portillo's position peaked at $75K in Q4 2021.
186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.