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Portillos shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.6k 1.2k 5.29
2025-12-31 $1.8k 396 4.54
2025-09-30 $715 111 6.45
2025-06-30 $1.2k 102 11.67
2025-03-31 $1.9k 156 11.89
2024-12-31 $291 31 9.39

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Nvidia Corporation Stock (NVDA)
Vanguard Short-term Bond Etf Etf (BSV)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total International Bond Etf Etf (BNDX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for EverSource Wealth Advisors

Top funds holding Portillos

Orbis Allan Gray
Alliancebernstein
BlackRock
Vanguard Group
Engaged Capital
Vanguard Capital Management
Asset Management Investors
Geode Capital Management
Citadel Advisors
Renaissance Technologies
State Street Corporation
Select Equity
Susquehanna International
William Blair $ Company
Dimensional Fund Advisors

View all funds holding Portillos