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Insight Wealth Strategies’s RingCentral RNG Stock Holding History

Insight Wealth Strategies’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
Q3 		$430K Sell
5,750
-156,142
-96% -$9.48M 0.04% 132
2026
Q2 		$6.64M Buy
+161,892
New +$6.54M 0.65% 53

Other funds holding RNG

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Insight Wealth Strategies's RNG Position: Q3 2026 in Review

Insight Wealth Strategies reduced its RingCentral (RNG) stake by 96% in Q3 2026, selling an estimated $9.48M and leaving 5,750 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #132.

Insight Wealth Strategies first reported a position in RNG in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.64M in Q2 2026. 22 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

  • Insight Wealth Strategies held 5,750 shares of RingCentral worth $430K as of Q3 2026.
  • Insight Wealth Strategies sold 156,142 RingCentral shares in Q3 2026, an estimated $9.48M.
  • RingCentral made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #132 holding.
  • Insight Wealth Strategies first reported a position in RingCentral in Q2 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's RingCentral position peaked at $6.64M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.