Unique Wealth Strategies’s Penguin Solutions Inc PENG Stock Holding History

Unique Wealth Strategies’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 Q3	$1.04M	Hold	13,636	–	–	0.38%	60
2026 Q2	$1.04M	Buy	+13,636	New	+$620K	0.38%	62

Other funds holding PENG

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Unique Wealth Strategies's PENG Position: Q3 2026 in Review

Unique Wealth Strategies held its Penguin Solutions Inc (PENG) position steady in Q3 2026 at 13,636 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #60.

Unique Wealth Strategies first reported a position in PENG in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

Unique Wealth Strategies held 13,636 shares of Penguin Solutions Inc worth $1.04M as of Q3 2026.
Unique Wealth Strategies left its Penguin Solutions Inc share count unchanged in Q3 2026.
Penguin Solutions Inc made up 0.38% of Unique Wealth Strategies's portfolio in Q3 2026, its #60 holding.
Unique Wealth Strategies first reported a position in Penguin Solutions Inc in Q2 2026 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.