AW
PENG icon

Avion Wealth’s Penguin Solutions Inc PENG Stock Holding History

Avion Wealth’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 		$0 Buy
+6
New +$273 ﹤0.01% 1815
2025
Q3 		– Sell
-33
Closed – – 1600
2025
Q2 		$0 Buy
+33
New +$597 ﹤0.01% 1679

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

Avion Wealth's PENG Position: Q2 2026 in Review

Avion Wealth opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1815 among its holdings. This is a return to the name: Avion Wealth previously reported a position in PENG as recently as Q2 2025.

Avion Wealth first reported a position in PENG in Q2 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Avion Wealth held 6 shares of Penguin Solutions Inc worth $0 as of Q2 2026.
  • Penguin Solutions Inc was a new Avion Wealth position in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1815 holding.
  • Avion Wealth first reported a position in Penguin Solutions Inc in Q2 2025 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 Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.