Aaron Wealth Advisors
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Aaron Wealth Advisors’s RingCentral RNG Stock Holding History

Aaron Wealth Advisors’s Portfolio RNG Stock Details RNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.42M Sell
19,043
-450
-2% -$27.3K 0.07% 173
2026
Q2 		$760K Buy
19,493
+1,502
+8% +$60.7K 0.04% 315
2026
Q1 		$669K Buy
17,991
+9,481
+111% +$305K 0.04% 319
2025
Q4 		$246K Sell
8,510
-2,079
-20% -$59.2K 0.01% 614
2025
Q3 		$300K Buy
+10,589
New +$308K 0.02% 524
2022
Q2 		– Sell
-8,170
Closed -$958K – 702
2022
Q1 		$958K Buy
+8,170
New +$1.2M 0.22% 64

Other funds holding RNG

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aaron Wealth Advisors's RNG Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its RingCentral (RNG) stake by 2.3% in Q3 2026, selling an estimated $27.3K and leaving 19,043 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #173.

Aaron Wealth Advisors first reported a position in RNG in Q1 2022 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

  • Aaron Wealth Advisors held 19,043 shares of RingCentral worth $1.42M as of Q3 2026.
  • Aaron Wealth Advisors sold 450 RingCentral shares in Q3 2026, an estimated $27.3K.
  • RingCentral made up 0.07% of Aaron Wealth Advisors's portfolio in Q3 2026, its #173 holding.
  • Aaron Wealth Advisors first reported a position in RingCentral in Q1 2022 and has held it in 6 quarters since.
  • 260 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.