Focus Partners Wealth’s CS Disco LAW Stock Holding History

Focus Partners 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
2025 Q4	–	Sell	-2,533	Closed	-$545K	–	2756
2025 Q3	$545K	Buy	+2,533	New	+$12.6K	﹤0.01%	1577

Other funds holding LAW

DMC

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

TCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Focus Partners Wealth's LAW Position: Q4 2025 in Review

Focus Partners Wealth sold out of CS Disco (LAW) in Q4 2025, closing a stake of 2,533 shares — an estimated $545K sold.

Focus Partners Wealth first reported a position in LAW in Q3 2025 and held it in 1 quarter. The position peaked at $545K in Q3 2025. 126 funds tracked by Wall St. Rank hold LAW as of Q4 2025.

Focus Partners Wealth reported no remaining CS Disco position as of Q4 2025 after selling out during the quarter.
Focus Partners Wealth sold 2,533 CS Disco shares in Q4 2025, an estimated $545K.
Focus Partners Wealth first reported a position in CS Disco in Q3 2025 and held it in 1 quarter.
Focus Partners Wealth's CS Disco position peaked at $545K in Q3 2025.
126 funds tracked by Wall St. Rank held CS Disco as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.