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Penguin Solutions shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Penguin Solutions (PENG) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Penguin Solutions

Tip: Access up to 7 years of quarterly data

All positions including Penguin Solutions held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Penguin Solutions by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 8.8k 26.28

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding Penguin Solutions

BlackRock
Vanguard Group
FMR
State Street Corporation
Dimensional Fund Advisors
Crosslink Capital
Jpmorgan Chase & Co
American Century Companies
Geode Capital Management
Barclays
Kennedy Capital Management
Alliancebernstein
Deutsche Bank Aktiengesellschaft
Royce & Associates
Charles Schwab Investment Management

View all funds holding Penguin Solutions