EverSource Wealth Advisors’s CS Disco LAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.67K Buy
706
+173
+32% +$671 ﹤0.01% 3600
2026
Q1
$2.04K Buy
533
+435
+444% +$2.15K ﹤0.01% 3637
2025
Q4
$761 Sell
98
-156
-61% -$1.1K ﹤0.01% 3780
2025
Q3
$1.64K Buy
254
+231
+1,004% +$1.15K ﹤0.01% 3575
2025
Q2
$101 Buy
+23
New +$90 ﹤0.01% 4129
2025
Q1
Sell
-28
Closed -$140 4106
2024
Q4
$140 Buy
+28
New +$163 ﹤0.01% 3497

Other funds holding LAW

EverSource Wealth Advisors's LAW Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CS Disco (LAW) stake by 32% in Q2 2026, buying an estimated $671 and bringing the position to 706 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

EverSource Wealth Advisors first reported a position in LAW in Q4 2024 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • EverSource Wealth Advisors held 706 shares of CS Disco worth $2.67K as of Q2 2026.
  • EverSource Wealth Advisors bought 173 CS Disco shares in Q2 2026, an estimated $671.
  • CS Disco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3600 holding.
  • EverSource Wealth Advisors first reported a position in CS Disco in Q4 2024 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.