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Elevation Wealth Partners’s RingCentral RNG Stock Holding History

Elevation Wealth Partners’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 		$40.8K Buy
546
+297
+119% +$18K 0.01% 455
2026
Q2 		$9.71K Buy
249
+129
+108% +$5.21K ﹤0.01% 815
2026
Q1 		$4.46K Buy
120
+97
+422% +$3.13K ﹤0.01% 736
2025
Q4 		$665 Sell
23
-11
-32% -$313 ﹤0.01% 896
2025
Q3 		$964 Buy
+34
New +$990 ﹤0.01% 748

Other funds holding RNG

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Elevation Wealth Partners's RNG Position: Q3 2026 in Review

Elevation Wealth Partners increased its RingCentral (RNG) stake by 119% in Q3 2026, buying an estimated $18K and bringing the position to 546 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #455.

Elevation Wealth Partners first reported a position in RNG in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

  • Elevation Wealth Partners held 546 shares of RingCentral worth $40.8K as of Q3 2026.
  • Elevation Wealth Partners bought 297 RingCentral shares in Q3 2026, an estimated $18K.
  • RingCentral made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #455 holding.
  • Elevation Wealth Partners first reported a position in RingCentral in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.