Encompass Wealth Advisors’s RingCentral RNG Stock Holding History

Encompass 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 Q1	$207K	Buy	+5,562	New	+$179K	0.07%	97
2023 Q3	–	Sell	-6,113	Closed	-$200K	–	293
2023 Q2	$200K	Buy	+6,113	New	+$188K	0.07%	202
2023 Q1	–	Sell	-6,113	Closed	-$216K	–	284
2022 Q4	$216K	Hold	6,113	–	–	0.08%	183
2022 Q3	$244K	Sell	6,113 -187	-3%	-$8.97K	0.09%	167
2022 Q2	$329K	Buy	6,300 +187	+3%	+$14.2K	0.12%	145
2022 Q1	$717K	Sell	6,113 -3,716	-38%	-$547K	0.18%	93
2021 Q4	$1.84M	Sell	9,829 -1,754	-15%	-$389K	0.45%	39
2021 Q3	$2.52M	Sell	11,583 -1,445	-11%	-$366K	0.66%	34
2021 Q2	$3.79M	Buy	13,028 +758	+6%	+$216K	0.93%	24
2021 Q1	$3.64M	Buy	+12,270	New	+$4.51M	0.93%	25

Other funds holding RNG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Encompass Wealth Advisors's RNG Position: Q1 2026 in Review

Encompass Wealth Advisors opened a new position in RingCentral (RNG) in Q1 2026: 5,562 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #97 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in RNG as recently as Q2 2023.

Encompass Wealth Advisors first reported a position in RNG in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.79M in Q2 2021. 341 funds tracked by Wall St. Rank hold RNG as of Q1 2026.

Encompass Wealth Advisors held 5,562 shares of RingCentral worth $207K as of Q1 2026.
RingCentral was a new Encompass Wealth Advisors position in Q1 2026.
RingCentral made up 0.07% of Encompass Wealth Advisors's portfolio in Q1 2026, its #97 holding.
Encompass Wealth Advisors first reported a position in RingCentral in Q1 2021 and has held it in 10 quarters since.
Encompass Wealth Advisors's RingCentral position peaked at $3.79M in Q2 2021.
341 funds tracked by Wall St. Rank held RingCentral as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.