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

Physician 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
2026
Q3 		$2.9K Buy
53
+34
+179% +$1.93K ﹤0.01% 1384
2026
Q2 		$1.44K Buy
+19
New +$864 ﹤0.01% 1657

Other funds holding PENG

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Unique Wealth Strategies
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Physician Wealth Advisors's PENG Position: Q3 2026 in Review

Physician Wealth Advisors increased its Penguin Solutions Inc (PENG) stake by 179% in Q3 2026, buying an estimated $1.93K and bringing the position to 53 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Physician Wealth Advisors first reported a position in PENG in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • Physician Wealth Advisors held 53 shares of Penguin Solutions Inc worth $2.9K as of Q3 2026.
  • Physician Wealth Advisors bought 34 Penguin Solutions Inc shares in Q3 2026, an estimated $1.93K.
  • Penguin Solutions Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1384 holding.
  • Physician Wealth Advisors first reported a position in Penguin Solutions Inc in Q2 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.