EWA
PENG

EverSource Wealth Advisors’s Penguin Solutions Inc PENG Stock Holding History

EverSource Wealth 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
Q1 		$9.73K Buy
553
+18
+3% +$343 ﹤0.01% 2933
2025
Q4 		$10.5K Buy
535
+3
+0.6% +$64 ﹤0.01% 2769
2025
Q3 		$14K Buy
532
+40
+8% +$979 ﹤0.01% 2616
2025
Q2 		$9.75K Buy
492
+342
+228% +$6.19K ﹤0.01% 2823
2025
Q1 		$2.61K Buy
150
+103
+219% +$2.02K ﹤0.01% 2807
2024
Q4 		$902 Buy
47
+45
+2,250% +$821 ﹤0.01% 3003
2024
Q3 		$42 Sell
2
-21
-91% -$452 ﹤0.01% 3014
2024
Q2 		$538 Buy
23
+15
+188% +$312 ﹤0.01% 2876
2024
Q1 		$147 Buy
8
+6
+300% +$131 ﹤0.01% 2811
2023
Q4 		$38 Hold
2
– – ﹤0.01% 2616
2023
Q3 		$49 Hold
2
– – ﹤0.01% 2469
2023
Q2 		$58 Hold
2
– – ﹤0.01% 2456
2023
Q1 		$34 Buy
+2
New +$33 ﹤0.01% 2358
2022
Q3 		– Sell
-198
Closed -$3K – 2167
2022
Q2 		$3K Sell
198
-4
-2% -$91 ﹤0.01% 1450
2022
Q1 		$5K Sell
202
-80
-28% -$2.26K ﹤0.01% 1300
2021
Q4 		$10K Buy
+282
New +$8K ﹤0.01% 981

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