EverSource Wealth Advisors’s RingCentral RNG Stock Holding History

EverSource 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	$15.9K	Buy	408 +6	+1%	+$242	﹤0.01%	2608
2026 Q1	$14.9K	Sell	402 -610	-60%	-$19.7K	﹤0.01%	2681
2025 Q4	$29.2K	Buy	1,012 +738	+269%	+$21K	﹤0.01%	2130
2025 Q3	$7.76K	Buy	274 +107	+64%	+$3.12K	﹤0.01%	2957
2025 Q2	$4.73K	Buy	167 +101	+153%	+$2.61K	﹤0.01%	3183
2025 Q1	$1.63K	Sell	66 -206	-76%	-$6.42K	﹤0.01%	3016
2024 Q4	$9.52K	Buy	272 +250	+1,136%	+$8.98K	﹤0.01%	2023
2024 Q3	$696	Sell	22 -55	-71%	-$1.74K	﹤0.01%	2794
2024 Q2	$2.7K	Sell	77 -17	-18%	-$547	﹤0.01%	2451
2024 Q1	$2.78K	Buy	+94	New	+$3.16K	﹤0.01%	2278
2023 Q4	–	Sell	-133	Closed	-$3.94K	–	2725
2023 Q3	$3.94K	Buy	133 +33	+33%	+$1.1K	﹤0.01%	1799
2023 Q2	$3.27K	Sell	100 -1,747	-95%	-$53.7K	﹤0.01%	1892
2023 Q1	$56.6K	Sell	1,847 -191	-9%	-$6.83K	0.01%	747
2022 Q4	$72.1K	Buy	2,038 +1,815	+814%	+$64.9K	0.01%	619
2022 Q3	$9K	Buy	223 +195	+696%	+$9.35K	﹤0.01%	1167
2022 Q2	$1K	Buy	+28	New	+$2.13K	﹤0.01%	1663

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

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

EverSource Wealth Advisors increased its RingCentral (RNG) stake by 1.5% in Q2 2026, buying an estimated $242 and bringing the position to 408 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

EverSource Wealth Advisors first reported a position in RNG in Q2 2022 and has held it in 16 quarters since. The position peaked at $72.1K in Q4 2022. 379 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

EverSource Wealth Advisors held 408 shares of RingCentral worth $15.9K as of Q2 2026.
EverSource Wealth Advisors bought 6 RingCentral shares in Q2 2026, an estimated $242.
RingCentral made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2608 holding.
EverSource Wealth Advisors first reported a position in RingCentral in Q2 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's RingCentral position peaked at $72.1K in Q4 2022.
379 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.