Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s RingCentral RNG Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.02M Buy
42,423
+7,946
+23% +$483K ﹤0.01% 1398
2026
Q2 		$1.44M Buy
34,477
+9,942
+41% +$402K ﹤0.01% 1814
2026
Q1 		$927K Sell
24,535
-6,054
-20% -$195K ﹤0.01% 1862
2025
Q4 		$881K Buy
30,589
+21,665
+243% +$617K ﹤0.01% 2044
2025
Q3 		$242K Sell
8,924
-347
-4% -$10.1K ﹤0.01% 2967
2025
Q2 		$277K Buy
+9,271
New +$239K ﹤0.01% 2712
2025
Q1 		– Sell
-15,567
Closed -$545K – 3132
2024
Q4 		$545K Buy
+15,567
New +$559K ﹤0.01% 1934
2020
Q2 		– Sell
-5,698
Closed -$1.27M – 251
2020
Q1 		$1.27M Buy
+5,698
New +$1.17M 0.05% 150

Other funds holding RNG

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's RNG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its RingCentral (RNG) stake by 23% in Q3 2026, buying an estimated $483K and bringing the position to 42,423 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Wealth Enhancement Advisory Services first reported a position in RNG in Q1 2020 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold RNG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 42,423 shares of RingCentral worth $3.02M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,946 RingCentral shares in Q3 2026, an estimated $483K.
  • RingCentral made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1398 holding.
  • Wealth Enhancement Advisory Services first reported a position in RingCentral in Q1 2020 and has held it in 8 quarters since.
  • 19 funds tracked by Wall St. Rank held RingCentral as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.