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 Q2	$217K	Hold	5,562	–	–	0.07%	105
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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Encompass Wealth Advisors's RNG Position: Q2 2026 in Review

Encompass Wealth Advisors held its RingCentral (RNG) position steady in Q2 2026 at 5,562 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #105.

Encompass Wealth Advisors first reported a position in RNG in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.79M in Q2 2021. 380 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

Encompass Wealth Advisors held 5,562 shares of RingCentral worth $217K as of Q2 2026.
Encompass Wealth Advisors left its RingCentral share count unchanged in Q2 2026.
RingCentral made up 0.07% of Encompass Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Encompass Wealth Advisors first reported a position in RingCentral in Q1 2021 and has held it in 11 quarters since.
Encompass Wealth Advisors's RingCentral position peaked at $3.79M in Q2 2021.
380 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.