True Wealth Design
PTLO icon

True Wealth Design’s Portillo's PTLO Stock Holding History

True Wealth Design’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
Q3 		$745 Sell
211
-162
-43% -$718 ﹤0.01% 2021
2026
Q2 		$1.77K Buy
373
+101
+37% +$489 ﹤0.01% 1736
2026
Q1 		$1.44K Buy
+272
New +$1.48K ﹤0.01% 1672
2025
Q2 		– Sell
-9
Closed -$108 – 2774
2025
Q1 		$108 Buy
+9
New +$117 ﹤0.01% 2164

Other funds holding PTLO

4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CenterStar Asset Management
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
First National Bank Sioux Falls
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

True Wealth Design's PTLO Position: Q3 2026 in Review

True Wealth Design reduced its Portillo's (PTLO) stake by 43% in Q3 2026, selling an estimated $718 and leaving 211 shares worth $745. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

True Wealth Design first reported a position in PTLO in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.77K in Q2 2026. 18 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

  • True Wealth Design held 211 shares of Portillo's worth $745 as of Q3 2026.
  • True Wealth Design sold 162 Portillo's shares in Q3 2026, an estimated $718.
  • Portillo's made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2021 holding.
  • True Wealth Design first reported a position in Portillo's in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Portillo's position peaked at $1.77K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.