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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Elevation Wealth Partners's RNG Position: Q2 2026 in Review

Elevation Wealth Partners increased its RingCentral (RNG) stake by 108% in Q2 2026, buying an estimated $5.21K and bringing the position to 249 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Elevation Wealth Partners first reported a position in RNG in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

  • Elevation Wealth Partners held 249 shares of RingCentral worth $9.71K as of Q2 2026.
  • Elevation Wealth Partners bought 129 RingCentral shares in Q2 2026, an estimated $5.21K.
  • RingCentral made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #815 holding.
  • Elevation Wealth Partners first reported a position in RingCentral in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.