HWA
PENG

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

HHM 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
2025
Q3 		– Sell
-100
Closed -$1.98K – 948
2025
Q2 		$1.98K Hold
100
– – ﹤0.01% 765
2025
Q1 		$1.74K Buy
+100
New +$1.97K ﹤0.01% 775

Other funds holding PENG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's PENG Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Penguin Solutions Inc (PENG) in Q3 2025, closing a stake of 100 shares — an estimated $1.98K sold.

HHM Wealth Advisors first reported a position in PENG in Q1 2025 and held it in 2 quarters. The position peaked at $1.98K in Q2 2025. 253 funds tracked by Wall St. Rank hold PENG as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Penguin Solutions Inc position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 100 Penguin Solutions Inc shares in Q3 2025, an estimated $1.98K.
  • HHM Wealth Advisors first reported a position in Penguin Solutions Inc in Q1 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's Penguin Solutions Inc position peaked at $1.98K in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.