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 Q2	$1.04M	Buy	+13,636	New	+$620K	0.38%	62

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

Unique Wealth Strategies's PENG Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Penguin Solutions Inc (PENG) in Q2 2026: 13,636 shares worth $1.04M. The stake represents 0.38% of the portfolio and ranks #62 among its holdings.

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

Unique Wealth Strategies held 13,636 shares of Penguin Solutions Inc worth $1.04M as of Q2 2026.
Penguin Solutions Inc was a new Unique Wealth Strategies position in Q2 2026.
Penguin Solutions Inc made up 0.38% of Unique Wealth Strategies's portfolio in Q2 2026, its #62 holding.
352 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.