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

Ritholtz 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	$243K	Buy	+3,201	New	+$146K	﹤0.01%	1153

Other funds holding PENG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Ritholtz Wealth Management opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 3,201 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1153 among its holdings.

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

Ritholtz Wealth Management held 3,201 shares of Penguin Solutions Inc worth $243K as of Q2 2026.
Penguin Solutions Inc was a new Ritholtz Wealth Management position in Q2 2026.
Penguin Solutions Inc made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1153 holding.
352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.