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Clearstead Advisors’s CS Disco LAW Stock Holding History

Clearstead Advisors’s Portfolio LAW Stock Details LAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$420 Buy
+111
New +$430 ﹤0.01% 2974
2025
Q4 		– Sell
-104
Closed -$672 – 3030
2025
Q3 		$672 Buy
104
+25
+32% +$125 ﹤0.01% 2687
2025
Q2 		$346 Buy
+79
New +$310 ﹤0.01% 2526

Other funds holding LAW

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearstead Advisors's LAW Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CS Disco (LAW) in Q2 2026: 111 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #2974 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LAW as recently as Q3 2025.

Clearstead Advisors first reported a position in LAW in Q2 2025 and has held it in 3 quarters since. The position peaked at $672 in Q3 2025. 35 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • Clearstead Advisors held 111 shares of CS Disco worth $420 as of Q2 2026.
  • CS Disco was a new Clearstead Advisors position in Q2 2026.
  • CS Disco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2974 holding.
  • Clearstead Advisors first reported a position in CS Disco in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's CS Disco position peaked at $672 in Q3 2025.
  • 35 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.