Essential Partners’s CS Disco LAW Stock Holding History

Essential Partners’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 Q1	$2.16K	Buy	566 +57	+11%	+$282	﹤0.01%	1980
2025 Q4	$3.95K	Buy	509 +17	+3%	+$120	﹤0.01%	1528
2025 Q3	$3.18K	Buy	492 +302	+159%	+$1.51K	﹤0.01%	1612
2025 Q2	$830	Buy	+190	New	+$745	﹤0.01%	1559

Other funds holding LAW

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

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

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM