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Private Wealth Management Group’s CS Disco LAW Stock Holding History

Private Wealth Management Group’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
Q3 		$788 Hold
192
– – ﹤0.01% 1372
2026
Q2 		$726 Buy
+192
New +$744 ﹤0.01% 1354
2024
Q2 		– Sell
-423
Closed -$3.44K – 1563
2024
Q1 		$3.44K Hold
423
– – ﹤0.01% 763
2023
Q4 		$3.21K Buy
+423
New +$2.67K ﹤0.01% 775

Other funds holding LAW

Stephens Group
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Lavelle Capital
Lavelle Capital San Francisco, California $191M AUM 0.58% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Private Wealth Management Group's LAW Position: Q3 2026 in Review

Private Wealth Management Group held its CS Disco (LAW) position steady in Q3 2026 at 192 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Private Wealth Management Group first reported a position in LAW in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.44K in Q1 2024. 52 funds tracked by Wall St. Rank hold LAW as of Q3 2026.

  • Private Wealth Management Group held 192 shares of CS Disco worth $788 as of Q3 2026.
  • Private Wealth Management Group left its CS Disco share count unchanged in Q3 2026.
  • CS Disco made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1372 holding.
  • Private Wealth Management Group first reported a position in CS Disco in Q4 2023 and has held it in 4 quarters since.
  • Private Wealth Management Group's CS Disco position peaked at $3.44K in Q1 2024.
  • 52 funds tracked by Wall St. Rank held CS Disco as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.