AWM
PENG

Abound Wealth Management’s Penguin Solutions Inc PENG Stock Holding History

Abound Wealth Management’s Portfolio PENG Stock Details PENG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$305 Buy
+4
New +$182 ﹤0.01% 1025
2024
Q3 		– Sell
-10
Closed -$229 – 1361
2024
Q2 		$229 Buy
+10
New +$208 ﹤0.01% 1070

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Abound Wealth Management's PENG Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 4 shares worth $305. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in PENG as recently as Q2 2024.

Abound Wealth Management first reported a position in PENG in Q2 2024 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Abound Wealth Management held 4 shares of Penguin Solutions Inc worth $305 as of Q2 2026.
  • Penguin Solutions Inc was a new Abound Wealth Management position in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1025 holding.
  • Abound Wealth Management first reported a position in Penguin Solutions Inc in Q2 2024 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.