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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return