PWA
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Physician Wealth Advisors’s CS Disco LAW Stock Holding History

Physician Wealth 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 		$545 Sell
144
-65
-31% -$252 ﹤0.01% 2074
2026
Q1 		$799 Buy
+209
New +$1.03K ﹤0.01% 1787

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

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

Physician Wealth Advisors reduced its CS Disco (LAW) stake by 31% in Q2 2026, selling an estimated $252 and leaving 144 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Physician Wealth Advisors first reported a position in LAW in Q1 2026 and has held it in 2 quarters since. The position peaked at $799 in Q1 2026. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • Physician Wealth Advisors held 144 shares of CS Disco worth $545 as of Q2 2026.
  • Physician Wealth Advisors sold 65 CS Disco shares in Q2 2026, an estimated $252.
  • CS Disco made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2074 holding.
  • Physician Wealth Advisors first reported a position in CS Disco in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's CS Disco position peaked at $799 in Q1 2026.
  • 121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

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