Physician Wealth Advisors’s RingCentral RNG Stock Holding History

Physician 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	$3.12K	Buy	80 +12	+18%	+$485	﹤0.01%	1309
2026 Q1	$2.53K	Buy	68 +48	+240%	+$1.55K	﹤0.01%	1252
2025 Q4	$578	Buy	20 +4	+25%	+$114	﹤0.01%	1808
2025 Q3	$454	Buy	+16	New	+$466	﹤0.01%	1847

Other funds holding RNG

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $148M AUM

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

Physician Wealth Advisors increased its RingCentral (RNG) stake by 18% in Q2 2026, buying an estimated $485 and bringing the position to 80 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Physician Wealth Advisors first reported a position in RNG in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

Physician Wealth Advisors held 80 shares of RingCentral worth $3.12K as of Q2 2026.
Physician Wealth Advisors bought 12 RingCentral shares in Q2 2026, an estimated $485.
RingCentral made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1309 holding.
Physician Wealth Advisors first reported a position in RingCentral in Q3 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.