RSWM
RNG icon

Robertson Stephens Wealth Management’s RingCentral RNG Stock Holding History

Robertson Stephens 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 		$2.49M Sell
63,981
-3,390
-5% -$137K 0.06% 195
2026
Q1 		$2.51M Sell
67,371
-22,940
-25% -$739K 0.07% 186
2025
Q4 		$2.61M Buy
90,311
+50,122
+125% +$1.43M 0.07% 186
2025
Q3 		$1.14M Buy
+40,189
New +$1.17M 0.03% 237

Other funds holding RNG

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $296M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Robertson Stephens Wealth Management's RNG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its RingCentral (RNG) stake by 5% in Q2 2026, selling an estimated $137K and leaving 63,981 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #195.

Robertson Stephens Wealth Management first reported a position in RNG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.61M in Q4 2025. 102 funds tracked by Wall St. Rank hold RNG as of Q2 2026.

  • Robertson Stephens Wealth Management held 63,981 shares of RingCentral worth $2.49M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 3,390 RingCentral shares in Q2 2026, an estimated $137K.
  • RingCentral made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Robertson Stephens Wealth Management first reported a position in RingCentral in Q3 2025 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's RingCentral position peaked at $2.61M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held RingCentral as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.