TWD
PENG

True Wealth Design’s Penguin Solutions Inc PENG Stock Holding History

True Wealth Design’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 		$6.46K Hold
85
– – ﹤0.01% 1224
2026
Q1 		$1.5K Sell
85
-38
-31% -$723 ﹤0.01% 1658
2025
Q4 		$2.41K Sell
123
-32
-21% -$686 ﹤0.01% 1381
2025
Q3 		$4.07K Hold
155
– – ﹤0.01% 1159
2025
Q2 		$3.07K Buy
155
+123
+384% +$2.23K ﹤0.01% 1000
2025
Q1 		$556 Buy
+32
New +$629 ﹤0.01% 1506

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

True Wealth Design's PENG Position: Q2 2026 in Review

True Wealth Design held its Penguin Solutions Inc (PENG) position steady in Q2 2026 at 85 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

True Wealth Design first reported a position in PENG in Q1 2025 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • True Wealth Design held 85 shares of Penguin Solutions Inc worth $6.46K as of Q2 2026.
  • True Wealth Design left its Penguin Solutions Inc share count unchanged in Q2 2026.
  • Penguin Solutions Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1224 holding.
  • True Wealth Design first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 6 quarters since.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.