Lido Advisors
PENG

Lido Advisors’s Penguin Solutions Inc PENG Stock Holding History

Lido 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 		$1.07M Sell
14,141
-802
-5% -$36.5K ﹤0.01% 1058
2026
Q1 		$263K Buy
14,943
+2,817
+23% +$53.6K ﹤0.01% 1634
2025
Q4 		$301K Buy
12,126
+378
+3% +$8.1K ﹤0.01% 1566
2025
Q3 		$309K Buy
11,748
+116
+1% +$2.84K ﹤0.01% 1472
2025
Q2 		$230K Buy
+11,632
New +$210K ﹤0.01% 1463
2022
Q3 		– Sell
-20,537
Closed -$336K – 1054
2022
Q2 		$336K Buy
20,537
+7,568
+58% +$172K ﹤0.01% 686
2022
Q1 		$334K Buy
+12,969
New +$366K ﹤0.01% 770

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

Lido Advisors's PENG Position: Q2 2026 in Review

Lido Advisors reduced its Penguin Solutions Inc (PENG) stake by 5.4% in Q2 2026, selling an estimated $36.5K and leaving 14,141 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Lido Advisors first reported a position in PENG in Q1 2022 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Lido Advisors held 14,141 shares of Penguin Solutions Inc worth $1.07M as of Q2 2026.
  • Lido Advisors sold 802 Penguin Solutions Inc shares in Q2 2026, an estimated $36.5K.
  • Penguin Solutions Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1058 holding.
  • Lido Advisors first reported a position in Penguin Solutions Inc in Q1 2022 and has held it in 7 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.