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True Wealth Design’s RingCentral RNG Stock Holding History

True Wealth Design’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 		$63.5K Sell
850
-52
-6% -$3.16K 0.01% 427
2026
Q2 		$35.2K Buy
902
+5
+0.6% +$202 0.01% 619
2026
Q1 		$33.4K Buy
897
+430
+92% +$13.9K 0.01% 524
2025
Q4 		$13.5K Sell
467
-294
-39% -$8.37K ﹤0.01% 747
2025
Q3 		$21.6K Buy
761
+619
+436% +$18K 0.01% 577
2025
Q2 		$4.03K Buy
142
+117
+468% +$3.02K ﹤0.01% 894
2025
Q1 		$619 Sell
25
-580
-96% -$18.1K ﹤0.01% 1463
2024
Q4 		$21.2K Buy
+605
New +$21.7K 0.01% 315

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
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 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

True Wealth Design's RNG Position: Q3 2026 in Review

True Wealth Design reduced its RingCentral (RNG) stake by 5.8% in Q3 2026, selling an estimated $3.16K and leaving 850 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #427.

True Wealth Design first reported a position in RNG in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

  • True Wealth Design held 850 shares of RingCentral worth $63.5K as of Q3 2026.
  • True Wealth Design sold 52 RingCentral shares in Q3 2026, an estimated $3.16K.
  • RingCentral made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #427 holding.
  • True Wealth Design first reported a position in RingCentral in Q4 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.