BWM
PENG

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

Bullock 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
2025
Q1 		– Sell
-460
Closed -$8.83K – 631
2024
Q4 		$8.83K Buy
+460
New +$8.39K 0.01% 407

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Bullock Wealth Management's PENG Position: Q1 2025 in Review

Bullock Wealth Management sold out of Penguin Solutions Inc (PENG) in Q1 2025, closing a stake of 460 shares — an estimated $8.83K sold.

Bullock Wealth Management first reported a position in PENG in Q4 2024 and held it in 1 quarter. The position peaked at $8.83K in Q4 2024. 199 funds tracked by Wall St. Rank hold PENG as of Q1 2025.

  • Bullock Wealth Management reported no remaining Penguin Solutions Inc position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 460 Penguin Solutions Inc shares in Q1 2025, an estimated $8.83K.
  • Bullock Wealth Management first reported a position in Penguin Solutions Inc in Q4 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Penguin Solutions Inc position peaked at $8.83K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.