Navalign LLC’s Research Solutions RSSS Stock Holding History

Navalign LLC’s Portfolio RSSS Stock Details RSSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$455K	Sell	196,126 -55,000	-22%	-$131K	0.11%	94
2026 Q1	$568K	Buy	251,126 +152,546	+155%	+$390K	0.14%	85
2025 Q4	$290K	Sell	98,580 -45,000	-31%	-$140K	0.07%	104
2025 Q3	$536K	Buy	+143,580	New	+$440K	0.14%	85
2023 Q3	–	Sell	-32,052	Closed	-$65.4K	–	139
2023 Q2	$65.4K	Sell	32,052 -2,876	-8%	-$6.04K	0.03%	110
2023 Q1	$70.2K	Sell	34,928 -17,124	-33%	-$35.9K	0.03%	112
2022 Q4	$99.9K	Sell	52,052 -10,000	-16%	-$20.4K	0.04%	123
2022 Q3	$127K	Buy	62,052 +18,252	+42%	+$34K	0.06%	119
2022 Q2	$78K	Sell	43,800 -4,000	-8%	-$7.81K	0.03%	119
2022 Q1	$93K	Hold	47,800	–	–	0.04%	117
2021 Q4	$118K	Buy	47,800 +24,530	+105%	+$60.8K	0.05%	121
2021 Q3	$61K	Hold	23,270	–	–	0.03%	120
2021 Q2	$67K	Hold	23,270	–	–	0.03%	120
2021 Q1	$54K	Buy	+23,270	New	+$54.9K	0.02%	122

Other funds holding RSSS

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Navalign LLC's RSSS Position: Q2 2026 in Review

Navalign LLC reduced its Research Solutions (RSSS) stake by 22% in Q2 2026, selling an estimated $131K and leaving 196,126 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #94.

Navalign LLC first reported a position in RSSS in Q1 2021 and has held it in 14 quarters since. The position peaked at $568K in Q1 2026. 36 funds tracked by Wall St. Rank hold RSSS as of Q2 2026.

Navalign LLC held 196,126 shares of Research Solutions worth $455K as of Q2 2026.
Navalign LLC sold 55,000 Research Solutions shares in Q2 2026, an estimated $131K.
Research Solutions made up 0.11% of Navalign LLC's portfolio in Q2 2026, its #94 holding.
Navalign LLC first reported a position in Research Solutions in Q1 2021 and has held it in 14 quarters since.
Navalign LLC's Research Solutions position peaked at $568K in Q1 2026.
36 funds tracked by Wall St. Rank held Research Solutions as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.