Question 1

How many shares of PTLO does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 736,160 shares of PTLO (PORTILLOS INC).

Question 2

What is MORGAN STANLEY's PTLO position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's PTLO position is worth $3.5M.

Question 3

Is MORGAN STANLEY buying or selling PTLO?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their PTLO position (+20.5% change in shares).

Question 4

When did MORGAN STANLEY first buy PTLO?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in PTLO in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	736,160	+20.5%	$3.5M	0.0%	$4.74	32
2026-Q1	Decreased	610,991	-44.1%	$3.2M	0.0%	$5.21	0
2025-Q4	Increased	1.1M	+40.7%	$5M	0.0%	$4.59	36
2025-Q3	Increased	776,500	+18.4%	$5M	0.0%	$6.38	32
2025-Q2	Increased	655,630	+23.8%	$7.7M	0.0%	$11.53	33
2025-Q1	Decreased	529,758	-54.4%	$6.3M	0.0%	$11.90	0
2024-Q4	Increased	1.2M	+25.9%	$10.9M	0.0%	$9.10	34
2024-Q3	Increased	922,155	+49.2%	$12.4M	0.0%	$13.20	39
2024-Q2	New	618,102	-	$6M	0.0%	$9.72	38

PTLO9 quarters

PTLO
9 quarters