CA
PENG

Clearstead Advisors’s Penguin Solutions Inc PENG Stock Holding History

Clearstead Advisors’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 		$14K Buy
+184
New +$8.37K ﹤0.01% 1891
2025
Q4 		– Sell
-62
Closed -$1.63K – 3321
2025
Q3 		$1.63K Buy
+62
New +$1.52K ﹤0.01% 2514

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

Clearstead Advisors's PENG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 184 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PENG as recently as Q3 2025.

Clearstead Advisors first reported a position in PENG in Q3 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Clearstead Advisors held 184 shares of Penguin Solutions Inc worth $14K as of Q2 2026.
  • Penguin Solutions Inc was a new Clearstead Advisors position in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1891 holding.
  • Clearstead Advisors first reported a position in Penguin Solutions Inc in Q3 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.