RWM
PENG

Rialto Wealth Management’s Penguin Solutions Inc PENG Stock Holding History

Rialto Wealth Management’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 		$5.32K Buy
70
+41
+141% +$1.86K ﹤0.01% 717
2026
Q1 		$511 Hold
29
– – ﹤0.01% 1363
2025
Q4 		$568 Hold
29
– – ﹤0.01% 1206
2025
Q3 		$763 Hold
29
– – ﹤0.01% 1035
2025
Q2 		$575 Buy
+29
New +$525 ﹤0.01% 1076

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

Rialto Wealth Management's PENG Position: Q2 2026 in Review

Rialto Wealth Management increased its Penguin Solutions Inc (PENG) stake by 141% in Q2 2026, buying an estimated $1.86K and bringing the position to 70 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Rialto Wealth Management first reported a position in PENG in Q2 2025 and has held it in 5 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Rialto Wealth Management held 70 shares of Penguin Solutions Inc worth $5.32K as of Q2 2026.
  • Rialto Wealth Management bought 41 Penguin Solutions Inc shares in Q2 2026, an estimated $1.86K.
  • Penguin Solutions Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #717 holding.
  • Rialto Wealth Management first reported a position in Penguin Solutions Inc in Q2 2025 and has held it in 5 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.