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Moneta Group Investment Advisors’s CS Disco LAW Stock Holding History

Moneta Group Investment 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 		$771K Hold
203,886
– – 0.01% 456
2026
Q1 		$779K Hold
203,886
– – 0.01% 411
2025
Q4 		$1.58M Hold
203,886
– – 0.01% 295
2025
Q3 		$1.32M Sell
203,886
-22,125
-10% -$110K 0.01% 308
2025
Q2 		$988K Buy
+226,011
New +$886K 0.01% 310

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

Moneta Group Investment Advisors's LAW Position: Q2 2026 in Review

Moneta Group Investment Advisors held its CS Disco (LAW) position steady in Q2 2026 at 203,886 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #456.

Moneta Group Investment Advisors first reported a position in LAW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • Moneta Group Investment Advisors held 203,886 shares of CS Disco worth $771K as of Q2 2026.
  • Moneta Group Investment Advisors left its CS Disco share count unchanged in Q2 2026.
  • CS Disco made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #456 holding.
  • Moneta Group Investment Advisors first reported a position in CS Disco in Q2 2025 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's CS Disco position peaked at $1.58M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.