IA
PENG

IFP Advisors’s Penguin Solutions Inc PENG Stock Holding History

IFP 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 		$13.2K Sell
173
-1,999
-92% -$90.9K ﹤0.01% 3228
2026
Q1 		$38.2K Sell
2,172
-51
-2% -$971 ﹤0.01% 2394
2025
Q4 		$43.5K Sell
2,223
-4
-0.2% -$86 ﹤0.01% 2268
2025
Q3 		$58.5K Buy
2,227
+163
+8% +$3.99K ﹤0.01% 2001
2025
Q2 		$47.2K Sell
2,064
-160
-7% -$2.9K ﹤0.01% 2078
2025
Q1 		$38.6K Buy
2,224
+13
+0.6% +$256 ﹤0.01% 2015
2024
Q4 		$42.9K Buy
+2,211
New +$40.3K ﹤0.01% 1895
2023
Q1 		– Sell
-301
Closed -$14K – 4491
2022
Q4 		$14K Sell
301
-116
-28% -$1.77K ﹤0.01% 3185
2022
Q3 		$28K Buy
417
+8
+2% +$146 ﹤0.01% 2824
2022
Q2 		$28K Hold
409
– – ﹤0.01% 2596
2022
Q1 		$28K Buy
409
+343
+520% +$9.69K ﹤0.01% 2596
2021
Q4 		$2K Buy
+66
New +$1.87K ﹤0.01% 2859
2019
Q1 		– Sell
-150
Closed -$2K – 3524
2018
Q4 		$2K Hold
150
– – ﹤0.01% 3211
2018
Q3 		$2K Sell
150
-160
-52% -$2.49K ﹤0.01% 3598
2018
Q2 		$5K Sell
310
-490
-61% -$10.5K ﹤0.01% 3292
2018
Q1 		$13K Hold
800
– – ﹤0.01% 2645
2017
Q4 		$13K Buy
+800
New +$12.7K ﹤0.01% 2682

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

IFP Advisors's PENG Position: Q2 2026 in Review

IFP Advisors reduced its Penguin Solutions Inc (PENG) stake by 92% in Q2 2026, selling an estimated $90.9K and leaving 173 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

IFP Advisors first reported a position in PENG in Q4 2017 and has held it in 17 quarters since. The position peaked at $58.5K in Q3 2025. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • IFP Advisors held 173 shares of Penguin Solutions Inc worth $13.2K as of Q2 2026.
  • IFP Advisors sold 1,999 Penguin Solutions Inc shares in Q2 2026, an estimated $90.9K.
  • Penguin Solutions Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3228 holding.
  • IFP Advisors first reported a position in Penguin Solutions Inc in Q4 2017 and has held it in 17 quarters since.
  • IFP Advisors's Penguin Solutions Inc position peaked at $58.5K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.