SHP Wealth Management’s Portillo's PTLO Stock Holding History

SHP Wealth Management’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	$794	Hold	150	–	–	﹤0.01%	1520
2025 Q4	$681	Buy	+150	New	+$783	﹤0.01%	1323

Other funds holding PTLO

OAG

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

SHP Wealth Management's PTLO Position: Q1 2026 in Review

SHP Wealth Management held its Portillo's (PTLO) position steady in Q1 2026 at 150 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

SHP Wealth Management first reported a position in PTLO in Q4 2025 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold PTLO as of Q1 2026.

SHP Wealth Management held 150 shares of Portillo's worth $794 as of Q1 2026.
SHP Wealth Management left its Portillo's share count unchanged in Q1 2026.
Portillo's made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1520 holding.
SHP Wealth Management first reported a position in Portillo's in Q4 2025 and has held it in 2 quarters since.
186 funds tracked by Wall St. Rank held Portillo's as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.