Private Wealth Management Group’s RingCentral RNG Stock Holding History

Private Wealth Management Group’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
2025 Q2	–	Sell	-16	Closed	-$397	–	1583
2025 Q1	$397	Hold	16	–	–	﹤0.01%	1427
2024 Q4	$561	Hold	16	–	–	﹤0.01%	1424
2024 Q3	$507	Hold	16	–	–	﹤0.01%	1422
2024 Q2	$452	Sell	16 -26	-62%	-$836	﹤0.01%	1461
2024 Q1	$1.46K	Hold	42	–	–	﹤0.01%	1106
2023 Q4	$1.43K	Buy	+42	New	+$1.25K	﹤0.01%	1125

Other funds holding RNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Private Wealth Management Group's RNG Position: Q2 2025 in Review

Private Wealth Management Group sold out of RingCentral (RNG) in Q2 2025, closing a stake of 16 shares — an estimated $397 sold.

Private Wealth Management Group first reported a position in RNG in Q4 2023 and held it in 6 quarters. The position peaked at $1.46K in Q1 2024. 287 funds tracked by Wall St. Rank hold RNG as of Q2 2025.

Private Wealth Management Group reported no remaining RingCentral position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 16 RingCentral shares in Q2 2025, an estimated $397.
Private Wealth Management Group first reported a position in RingCentral in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's RingCentral position peaked at $1.46K in Q1 2024.
287 funds tracked by Wall St. Rank held RingCentral as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.