Essential Partners’s Penguin Solutions Inc PENG Stock Holding History

Essential Partners’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 Q3	$383	Hold	7	–	–	﹤0.01%	2475
2026 Q2	$532	Hold	7	–	–	﹤0.01%	2460
2026 Q1	$123	Sell	7 -13	-65%	-$247	﹤0.01%	2694
2025 Q4	$391	Sell	20 -25	-56%	-$536	﹤0.01%	2288
2025 Q3	$1.18K	Buy	45 +23	+105%	+$563	﹤0.01%	1971
2025 Q2	$436	Buy	+22	New	+$398	﹤0.01%	1742

Other funds holding PENG

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Essential Partners's PENG Position: Q3 2026 in Review

Essential Partners held its Penguin Solutions Inc (PENG) position steady in Q3 2026 at 7 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Essential Partners first reported a position in PENG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.18K in Q3 2025. 21 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

Essential Partners held 7 shares of Penguin Solutions Inc worth $383 as of Q3 2026.
Essential Partners left its Penguin Solutions Inc share count unchanged in Q3 2026.
Penguin Solutions Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2475 holding.
Essential Partners first reported a position in Penguin Solutions Inc in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Penguin Solutions Inc position peaked at $1.18K in Q3 2025.
21 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.