Grant Private Wealth Management’s RingCentral RNG Stock Holding History

Grant Private Wealth Management’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	$437K	Sell	11,214 -699	-6%	-$28.2K	0.18%	101
2026 Q1	$443K	Sell	11,913 -1,200	-9%	-$38.7K	0.24%	90
2025 Q4	$379K	Sell	13,113 -400	-3%	-$11.4K	0.23%	91
2025 Q3	$383K	Buy	+13,513	New	+$394K	0.24%	93
2025 Q2	–	Sell	-14,860	Closed	-$368K	–	127
2025 Q1	$368K	Sell	14,860 -1,500	-9%	-$46.8K	0.4%	74
2024 Q4	$576K	Buy	+16,360	New	+$588K	0.62%	39

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

Grant Private Wealth Management's RNG Position: Q2 2026 in Review

Grant Private Wealth Management reduced its RingCentral (RNG) stake by 5.9% in Q2 2026, selling an estimated $28.2K and leaving 11,214 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #101.

Grant Private Wealth Management first reported a position in RNG in Q4 2024 and has held it in 6 quarters since. The position peaked at $576K in Q4 2024. 379 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

Grant Private Wealth Management held 11,214 shares of RingCentral worth $437K as of Q2 2026.
Grant Private Wealth Management sold 699 RingCentral shares in Q2 2026, an estimated $28.2K.
RingCentral made up 0.18% of Grant Private Wealth Management's portfolio in Q2 2026, its #101 holding.
Grant Private Wealth Management first reported a position in RingCentral in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's RingCentral position peaked at $576K in Q4 2024.
379 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.