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Significant Wealth Partners’s Portillo's PTLO Stock Holding History

Significant Wealth Partners’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
Q4 		– Sell
-15,256
Closed -$98.4K – 101
2025
Q3 		$98.4K Sell
15,256
-148
-1% -$1.25K 0.05% 103
2025
Q2 		$180K Sell
15,404
-3,899
-20% -$45K 0.09% 88
2025
Q1 		$230K Buy
+19,303
New +$251K 0.12% 68
2024
Q4 		– Sell
-25,921
Closed -$349K – 116
2024
Q3 		$349K Buy
+25,921
New +$289K 0.18% 44

Other funds holding PTLO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Significant Wealth Partners's PTLO Position: Q4 2025 in Review

Significant Wealth Partners sold out of Portillo's (PTLO) in Q4 2025, closing a stake of 15,256 shares — an estimated $98.4K sold.

Significant Wealth Partners first reported a position in PTLO in Q3 2024 and held it in 4 quarters. The position peaked at $349K in Q3 2024. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2025.

  • Significant Wealth Partners reported no remaining Portillo's position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 15,256 Portillo's shares in Q4 2025, an estimated $98.4K.
  • Significant Wealth Partners first reported a position in Portillo's in Q3 2024 and held it in 4 quarters.
  • Significant Wealth Partners's Portillo's position peaked at $349K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Portillo's as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.