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
Q2 		$19.6K Sell
258
-295
-53% -$13.4K ﹤0.01% 2442
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 – 2165
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 $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

EverSource Wealth Advisors's PENG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Penguin Solutions Inc (PENG) stake by 53% in Q2 2026, selling an estimated $13.4K and leaving 258 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

EverSource Wealth Advisors first reported a position in PENG in Q4 2021 and has held it in 17 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • EverSource Wealth Advisors held 258 shares of Penguin Solutions Inc worth $19.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 295 Penguin Solutions Inc shares in Q2 2026, an estimated $13.4K.
  • Penguin Solutions Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2442 holding.
  • EverSource Wealth Advisors first reported a position in Penguin Solutions Inc in Q4 2021 and has held it in 17 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.