Total Clarity Wealth Management’s Portillo's PTLO Stock Holding History

Total Clarity 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
2025 Q4	–	Sell	-37,788	Closed	-$244K	–	321
2025 Q3	$244K	Buy	+37,788	New	+$319K	0.06%	249
2025 Q2	–	Sell	-17,455	Closed	-$164K	–	329
2025 Q1	$164K	Sell	17,455 -87	-0.5%	-$1.13K	0.05%	255
2024 Q4	$165K	Buy	+17,542	New	+$201K	0.05%	256
2024 Q3	–	Sell	-128,488	Closed	-$1.25M	–	281
2024 Q2	$1.25M	Buy	128,488 +38,290	+42%	+$426K	0.43%	61
2024 Q1	$1.28M	Buy	90,198 +73,005	+425%	+$1.01M	0.44%	63
2023 Q4	$274K	Buy	+17,193	New	+$266K	0.11%	185
2022 Q3	–	Sell	-2,358	Closed	-$39K	–	799
2022 Q2	$39K	Buy	+2,358	New	+$45.5K	0.02%	445
2022 Q1	–	Sell	-3,102	Closed	-$116K	–	736
2021 Q4	$116K	Buy	+3,102	New	+$124K	0.05%	294

Other funds holding PTLO

OAG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Total Clarity Wealth Management's PTLO Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of Portillo's (PTLO) in Q4 2025, closing a stake of 37,788 shares — an estimated $244K sold.

Total Clarity Wealth Management first reported a position in PTLO in Q4 2021 and held it in 8 quarters. The position peaked at $1.28M in Q1 2024. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2025.

Total Clarity Wealth Management reported no remaining Portillo's position as of Q4 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 37,788 Portillo's shares in Q4 2025, an estimated $244K.
Total Clarity Wealth Management first reported a position in Portillo's in Q4 2021 and held it in 8 quarters.
Total Clarity Wealth Management's Portillo's position peaked at $1.28M in Q1 2024.
190 funds tracked by Wall St. Rank held Portillo's as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.