Creative Planning
PENG

Creative Planning’s Penguin Solutions Inc PENG Stock Holding History

Creative Planning’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 		$4.73M Buy
62,264
+12,639
+25% +$575K ﹤0.01% 1450
2026
Q1 		$873K Buy
49,625
+8,962
+22% +$171K ﹤0.01% 2570
2025
Q4 		$795K Sell
40,663
-3,987
-9% -$85.4K ﹤0.01% 2470
2025
Q3 		$1.17M Buy
44,650
+4,456
+11% +$109K ﹤0.01% 1965
2025
Q2 		$796K Buy
40,194
+17,797
+79% +$322K ﹤0.01% 2055
2025
Q1 		$389K Buy
22,397
+5,388
+32% +$106K ﹤0.01% 2523
2024
Q4 		$326K Sell
17,009
-2,587
-13% -$47.2K ﹤0.01% 2586
2024
Q3 		$411K Buy
19,596
+6,359
+48% +$137K ﹤0.01% 2273
2024
Q2 		$303K Sell
13,237
-1,313
-9% -$27.3K ﹤0.01% 2339
2024
Q1 		$383K Buy
14,550
+3,781
+35% +$82.6K ﹤0.01% 2053
2023
Q4 		$204K Buy
+10,769
New +$186K ﹤0.01% 2415

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

Creative Planning's PENG Position: Q2 2026 in Review

Creative Planning increased its Penguin Solutions Inc (PENG) stake by 25% in Q2 2026, buying an estimated $575K and bringing the position to 62,264 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Creative Planning first reported a position in PENG in Q4 2023 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Creative Planning held 62,264 shares of Penguin Solutions Inc worth $4.73M as of Q2 2026.
  • Creative Planning bought 12,639 Penguin Solutions Inc shares in Q2 2026, an estimated $575K.
  • Penguin Solutions Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1450 holding.
  • Creative Planning first reported a position in Penguin Solutions Inc in Q4 2023 and has held it in 11 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.