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IFP Advisors’s CS Disco LAW Stock Holding History

IFP 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 		$348 Buy
92
+50
+119% +$194 ﹤0.01% 4753
2026
Q1 		$160 Sell
42
-1
-2% -$5 ﹤0.01% 4656
2025
Q4 		$334 Sell
43
-24
-36% -$169 ﹤0.01% 4378
2025
Q3 		$433 Buy
+67
New +$334 ﹤0.01% 4216
2025
Q2 		– Hold
0
– – – 4768
2025
Q1 		– Hold
0
– – – 4272
2024
Q4 		– Hold
0
– – – 4562

Other funds holding LAW

DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
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
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
SP
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

IFP Advisors's LAW Position: Q2 2026 in Review

IFP Advisors increased its CS Disco (LAW) stake by 119% in Q2 2026, buying an estimated $194 and bringing the position to 92 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #4753.

IFP Advisors first reported a position in LAW in Q3 2025 and has held it in 4 quarters since. The position peaked at $433 in Q3 2025. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • IFP Advisors held 92 shares of CS Disco worth $348 as of Q2 2026.
  • IFP Advisors bought 50 CS Disco shares in Q2 2026, an estimated $194.
  • CS Disco made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4753 holding.
  • IFP Advisors first reported a position in CS Disco in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's CS Disco position peaked at $433 in Q3 2025.
  • 121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.