Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Penguin Solutions Inc PENG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,538
Closed -$40.4K – 3020
2025
Q3 		$40.4K Buy
+1,538
New +$37.6K ﹤0.01% 1333

Other funds holding PENG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Wealthspire Advisors (New York)'s PENG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Penguin Solutions Inc (PENG) in Q4 2025, closing a stake of 1,538 shares — an estimated $40.4K sold.

Wealthspire Advisors (New York) first reported a position in PENG in Q3 2025 and held it in 1 quarter. The position peaked at $40.4K in Q3 2025. 232 funds tracked by Wall St. Rank hold PENG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Penguin Solutions Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,538 Penguin Solutions Inc shares in Q4 2025, an estimated $40.4K.
  • Wealthspire Advisors (New York) first reported a position in Penguin Solutions Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Penguin Solutions Inc position peaked at $40.4K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.