EPW
PENG

Evolve Private Wealth’s Penguin Solutions Inc PENG Stock Holding History

Evolve Private Wealth’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 		$1.21M Buy
15,931
+294
+2% +$13.4K 0.07% 236
2026
Q1 		$275K Buy
15,637
+1,425
+10% +$27.1K 0.01% 815
2025
Q4 		$278K Buy
+14,212
New +$305K 0.02% 766

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

Evolve Private Wealth's PENG Position: Q2 2026 in Review

Evolve Private Wealth increased its Penguin Solutions Inc (PENG) stake by 1.9% in Q2 2026, buying an estimated $13.4K and bringing the position to 15,931 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #236.

Evolve Private Wealth first reported a position in PENG in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Evolve Private Wealth held 15,931 shares of Penguin Solutions Inc worth $1.21M as of Q2 2026.
  • Evolve Private Wealth bought 294 Penguin Solutions Inc shares in Q2 2026, an estimated $13.4K.
  • Penguin Solutions Inc made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #236 holding.
  • Evolve Private Wealth first reported a position in Penguin Solutions Inc in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.