TPWA
PENG

Twin Peaks Wealth Advisors’s Penguin Solutions Inc PENG Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-14
Closed -$246 – 2326
2026
Q1 		$246 Buy
+14
New +$266 ﹤0.01% 2146
2025
Q3 		– Sell
-206
Closed -$4.99K – 2249
2025
Q2 		$4.99K Buy
+206
New +$3.73K ﹤0.01% 1310

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

Twin Peaks Wealth Advisors's PENG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Penguin Solutions Inc (PENG) in Q2 2026, closing a stake of 14 shares — an estimated $246 sold.

Twin Peaks Wealth Advisors first reported a position in PENG in Q2 2025 and held it in 2 quarters. The position peaked at $4.99K in Q2 2025. 352 funds tracked by Wall St. Rank hold PENG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Penguin Solutions Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 14 Penguin Solutions Inc shares in Q2 2026, an estimated $246.
  • Twin Peaks Wealth Advisors first reported a position in Penguin Solutions Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Penguin Solutions Inc position peaked at $4.99K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.