AE Wealth Management
PENG icon

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

AE 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 		$213K Buy
+2,805
New +$128K ﹤0.01% 1681
2022
Q2 		– Sell
-23,816
Closed -$615K – 1862
2022
Q1 		$615K Buy
+23,816
New +$672K ﹤0.01% 1124

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 $3.38T AUM 44.17% 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

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

AE Wealth Management opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 2,805 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in PENG as recently as Q1 2022.

AE Wealth Management first reported a position in PENG in Q1 2022 and has held it in 2 quarters since. The position peaked at $615K in Q1 2022. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • AE Wealth Management held 2,805 shares of Penguin Solutions Inc worth $213K as of Q2 2026.
  • Penguin Solutions Inc was a new AE Wealth Management position in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1681 holding.
  • AE Wealth Management first reported a position in Penguin Solutions Inc in Q1 2022 and has held it in 2 quarters since.
  • AE Wealth Management's Penguin Solutions Inc position peaked at $615K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.