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NewEdge Advisors’s Research Solutions RSSS Stock Holding History

NewEdge Advisors’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 		$60.1K Buy
+25,904
New +$61.5K ﹤0.01% 3080
2026
Q1 		– Sell
-3,370
Closed -$9.91K – 4352
2025
Q4 		$9.91K Sell
3,370
-19,005
-85% -$59.3K ﹤0.01% 3475
2025
Q3 		$83.5K Sell
22,375
-4,984
-18% -$15.3K ﹤0.01% 2654
2025
Q2 		$78.5K Buy
27,359
+220
+0.8% +$603 ﹤0.01% 2507
2025
Q1 		$70.6K Buy
+27,139
New +$92.6K ﹤0.01% 2415

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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
PL
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

NewEdge Advisors's RSSS Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Research Solutions (RSSS) in Q2 2026: 25,904 shares worth $60.1K. The stake represents ﹤0.01% of the portfolio and ranks #3080 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in RSSS as recently as Q4 2025.

NewEdge Advisors first reported a position in RSSS in Q1 2025 and has held it in 5 quarters since. The position peaked at $83.5K in Q3 2025. 36 funds tracked by Wall St. Rank hold RSSS as of Q2 2026.

  • NewEdge Advisors held 25,904 shares of Research Solutions worth $60.1K as of Q2 2026.
  • Research Solutions was a new NewEdge Advisors position in Q2 2026.
  • Research Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3080 holding.
  • NewEdge Advisors first reported a position in Research Solutions in Q1 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's Research Solutions position peaked at $83.5K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Research Solutions as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.