PAW
PENG

Plan A Wealth’s Penguin Solutions Inc PENG Stock Holding History

Plan A Wealth’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 		$335K Buy
+4,402
New +$200K 0.14% 113

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

Plan A Wealth's PENG Position: Q2 2026 in Review

Plan A Wealth opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 4,402 shares worth $335K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings.

352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Plan A Wealth held 4,402 shares of Penguin Solutions Inc worth $335K as of Q2 2026.
  • Penguin Solutions Inc was a new Plan A Wealth position in Q2 2026.
  • Penguin Solutions Inc made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #113 holding.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.