HighTower Advisors’s Penguin Solutions Inc PENG Stock Holding History

HighTower 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 Q3	–	Sell	-4,001	Closed	-$304K	–	4009
2026 Q2	$304K	Buy	+4,001	New	+$182K	﹤0.01%	3203
2024 Q2	–	Sell	-26,570	Closed	-$697K	–	3957
2024 Q1	$697K	Buy	+26,570	New	+$581K	﹤0.01%	2044
2022 Q1	–	Sell	-65,064	Closed	-$2.31M	–	3736
2021 Q4	$2.31M	Buy	+65,064	New	+$1.85M	0.01%	1282

Other funds holding PENG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

HighTower Advisors's PENG Position: Q3 2026 in Review

HighTower Advisors sold out of Penguin Solutions Inc (PENG) in Q3 2026, closing a stake of 4,001 shares — an estimated $304K sold.

HighTower Advisors first reported a position in PENG in Q4 2021 and held it in 3 quarters. The position peaked at $2.31M in Q4 2021. 276 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

HighTower Advisors reported no remaining Penguin Solutions Inc position as of Q3 2026 after selling out during the quarter.
HighTower Advisors sold 4,001 Penguin Solutions Inc shares in Q3 2026, an estimated $304K.
HighTower Advisors first reported a position in Penguin Solutions Inc in Q4 2021 and held it in 3 quarters.
HighTower Advisors's Penguin Solutions Inc position peaked at $2.31M in Q4 2021.
276 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.