Corient Private Wealth’s CS Disco LAW Stock Holding History

Corient Private Wealth’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	$94.6K	Sell	25,019 -11,829	-32%	-$45.9K	﹤0.01%	2921
2026 Q1	$141K	Buy	36,848 +11,584	+46%	+$57.3K	﹤0.01%	2631
2025 Q4	$196K	Buy	25,264 +264	+1%	+$1.86K	﹤0.01%	2436
2025 Q3	$162K	Sell	25,000 -126	-0.5%	-$629	﹤0.01%	2384
2025 Q2	$110K	Buy	25,126 +126	+0.5%	+$494	﹤0.01%	2315
2025 Q1	$102K	Hold	25,000	–	–	﹤0.01%	2172
2024 Q4	$125K	Hold	25,000	–	–	﹤0.01%	2201
2024 Q3	$147K	Hold	25,000	–	–	﹤0.01%	2270
2024 Q2	$149K	Hold	25,000	–	–	﹤0.01%	2162
2024 Q1	$203K	Hold	25,000	–	–	﹤0.01%	2096
2023 Q4	$190K	Hold	25,000	–	–	﹤0.01%	2088
2023 Q3	$166K	Buy	+25,000	New	+$218K	﹤0.01%	1956

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Corient Private Wealth's LAW Position: Q2 2026 in Review

Corient Private Wealth reduced its CS Disco (LAW) stake by 32% in Q2 2026, selling an estimated $45.9K and leaving 25,019 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Corient Private Wealth first reported a position in LAW in Q3 2023 and has held it in 12 quarters since. The position peaked at $203K in Q1 2024. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

Corient Private Wealth held 25,019 shares of CS Disco worth $94.6K as of Q2 2026.
Corient Private Wealth sold 11,829 CS Disco shares in Q2 2026, an estimated $45.9K.
CS Disco made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2921 holding.
Corient Private Wealth first reported a position in CS Disco in Q3 2023 and has held it in 12 quarters since.
Corient Private Wealth's CS Disco position peaked at $203K in Q1 2024.
121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.