WANY
PTLO icon

Wealthspire Advisors (New York)’s Portillo's PTLO Stock Holding History

Wealthspire Advisors (New York)’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
-300
Closed -$1.94K – 2418
2025
Q3 		$1.94K Buy
+300
New +$2.53K ﹤0.01% 2618

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

Wealthspire Advisors (New York)'s PTLO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Portillo's (PTLO) in Q4 2025, closing a stake of 300 shares — an estimated $1.94K sold.

Wealthspire Advisors (New York) first reported a position in PTLO in Q3 2025 and held it in 1 quarter. The position peaked at $1.94K in Q3 2025. 190 funds tracked by Wall St. Rank hold PTLO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Portillo's position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 300 Portillo's shares in Q4 2025, an estimated $1.94K.
  • Wealthspire Advisors (New York) first reported a position in Portillo's in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Portillo's position peaked at $1.94K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Portillo's as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.