TCWM
PTLO icon

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
2024
Q3 		– Sell
-28,000
Closed -$16.8K – 280
2024
Q2 		$16.8K Buy
+28,000
New +$312K 0.01% 247

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

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.