Wealth Enhancement Advisory Services
PTLO icon

Wealth Enhancement Advisory Services’s Portillo's PTLO Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$184K Buy
40,058
+16,670
+71% +$80.7K ﹤0.01% 3621
2026
Q1 		$130K Buy
+23,388
New +$127K ﹤0.01% 3259

Other funds holding PTLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTLO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Portillo's (PTLO) stake by 71% in Q2 2026, buying an estimated $80.7K and bringing the position to 40,058 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Wealth Enhancement Advisory Services first reported a position in PTLO in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,058 shares of Portillo's worth $184K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,670 Portillo's shares in Q2 2026, an estimated $80.7K.
  • Portillo's made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3621 holding.
  • Wealth Enhancement Advisory Services first reported a position in Portillo's in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.