West Paces Advisors’s Portillo's PTLO Stock Holding History

West Paces Advisors’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	$4.74K	Buy	+1,000	New	+$4.84K	﹤0.01%	459
2025 Q2	–	Sell	-600	Closed	-$7.13K	–	474
2025 Q1	$7.13K	Hold	600	–	–	﹤0.01%	367
2024 Q4	$5.64K	Hold	600	–	–	﹤0.01%	380
2024 Q3	$8.08K	Hold	600	–	–	﹤0.01%	362
2024 Q2	$5.83K	Hold	600	–	–	﹤0.01%	386
2024 Q1	$8.51K	Hold	600	–	–	﹤0.01%	374
2023 Q4	$9.56K	Sell	600 -300	-33%	-$4.63K	﹤0.01%	366
2023 Q3	$13.9K	Buy	900 +300	+50%	+$5.86K	﹤0.01%	325
2023 Q2	$13.5K	Hold	600	–	–	﹤0.01%	344
2023 Q1	$12.8K	Hold	600	–	–	﹤0.01%	346
2022 Q4	$9.79K	Hold	600	–	–	﹤0.01%	354
2022 Q3	$11.8K	Hold	600	–	–	﹤0.01%	331
2022 Q2	$9.81K	Buy	600 +300	+100%	+$5.79K	﹤0.01%	371
2022 Q1	$7.37K	Hold	300	–	–	﹤0.01%	387
2021 Q4	$11.3K	Buy	+300	New	+$12K	﹤0.01%	365

Other funds holding PTLO

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

West Paces Advisors's PTLO Position: Q2 2026 in Review

West Paces Advisors opened a new position in Portillo's (PTLO) in Q2 2026: 1,000 shares worth $4.74K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in PTLO as recently as Q1 2025.

West Paces Advisors first reported a position in PTLO in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.9K in Q3 2023. 15 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

West Paces Advisors held 1,000 shares of Portillo's worth $4.74K as of Q2 2026.
Portillo's was a new West Paces Advisors position in Q2 2026.
Portillo's made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #459 holding.
West Paces Advisors first reported a position in Portillo's in Q4 2021 and has held it in 15 quarters since.
West Paces Advisors's Portillo's position peaked at $13.9K in Q3 2023.
15 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.