IWS
PENG

Intentional Wealth Strategies’s Penguin Solutions Inc PENG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-38
Closed -$669 – 935
2026
Q1 		$669 Buy
+38
New +$723 ﹤0.01% 821

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

Intentional Wealth Strategies's PENG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Penguin Solutions Inc (PENG) in Q2 2026, closing a stake of 38 shares — an estimated $669 sold.

Intentional Wealth Strategies first reported a position in PENG in Q1 2026 and held it in 1 quarter. The position peaked at $669 in Q1 2026. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Penguin Solutions Inc position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 38 Penguin Solutions Inc shares in Q2 2026, an estimated $669.
  • Intentional Wealth Strategies first reported a position in Penguin Solutions Inc in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Penguin Solutions Inc position peaked at $669 in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.