PWPS
PENG

Pinnacle Wealth Planning Services’s Penguin Solutions Inc PENG Stock Holding History

Pinnacle Wealth Planning Services’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 		$64.9K Buy
854
+524
+159% +$23.8K 0.01% 1111
2026
Q1 		$5.81K Sell
330
-732
-69% -$13.9K ﹤0.01% 2217
2025
Q4 		$20.8K Buy
+1,062
New +$22.8K ﹤0.01% 1700
2021
Q1 		– Sell
-154
Closed -$3K – 2024
2020
Q4 		$3K Buy
+154
New +$2.3K ﹤0.01% 1877

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

Pinnacle Wealth Planning Services's PENG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Penguin Solutions Inc (PENG) stake by 159% in Q2 2026, buying an estimated $23.8K and bringing the position to 854 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #1111.

Pinnacle Wealth Planning Services first reported a position in PENG in Q4 2020 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 854 shares of Penguin Solutions Inc worth $64.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 524 Penguin Solutions Inc shares in Q2 2026, an estimated $23.8K.
  • Penguin Solutions Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1111 holding.
  • Pinnacle Wealth Planning Services first reported a position in Penguin Solutions Inc in Q4 2020 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.