Global Retirement Partners
PENG icon

Global Retirement Partners’s Penguin Solutions Inc PENG Stock Holding History

Global Retirement 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
Q2 		$26K Buy
+342
New +$15.6K ﹤0.01% 2909
2025
Q4 		$5.77K Sell
295
-9,989
-97% -$214K ﹤0.01% 3383
2025
Q3 		$270K Buy
10,284
+10,146
+7,352% +$248K 0.01% 1025
2025
Q2 		$2.73K Buy
+138
New +$2.5K ﹤0.01% 3125
2024
Q4 		$2.65K Hold
138
– – ﹤0.01% 2975
2024
Q3 		$2.89K Hold
138
– – ﹤0.01% 2801
2024
Q2 		$3.16K Hold
138
– – ﹤0.01% 2803
2024
Q1 		$3.63K Sell
138
-286
-67% -$6.25K ﹤0.01% 2526
2023
Q4 		$9.04K Buy
424
+63
+17% +$1.09K ﹤0.01% 2105
2023
Q3 		$8.62K Buy
361
+30
+9% +$758 ﹤0.01% 2008
2023
Q2 		$9.6K Hold
331
– – ﹤0.01% 1980
2023
Q1 		$5.45K Sell
331
-40
-11% -$668 ﹤0.01% 2131
2022
Q4 		$5.52K Hold
371
– – ﹤0.01% 1996
2022
Q3 		$5K Hold
371
– – ﹤0.01% 1965
2022
Q2 		$6K Hold
371
– – ﹤0.01% 1845
2022
Q1 		$8K Buy
+371
New +$10.5K ﹤0.01% 1744
2021
Q4 		– Sell
-1,378
Closed -$31K – 1882
2021
Q3 		$31K Buy
1,378
+846
+159% +$20.2K ﹤0.01% 1041
2021
Q2 		$13K Buy
+532
New +$12.8K ﹤0.01% 1324

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 $3.38T AUM 44.17% 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

Global Retirement Partners's PENG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 342 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #2909 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PENG as recently as Q4 2025.

Global Retirement Partners first reported a position in PENG in Q2 2021 and has held it in 18 quarters since. The position peaked at $270K in Q3 2025. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Global Retirement Partners held 342 shares of Penguin Solutions Inc worth $26K as of Q2 2026.
  • Penguin Solutions Inc was a new Global Retirement Partners position in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2909 holding.
  • Global Retirement Partners first reported a position in Penguin Solutions Inc in Q2 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's Penguin Solutions Inc position peaked at $270K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.