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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
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

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

Private Wealth Management Group's LAW Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in CS Disco (LAW) in Q2 2026: 192 shares worth $726. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in LAW as recently as Q1 2024.

Private Wealth Management Group first reported a position in LAW in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.44K in Q1 2024. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • Private Wealth Management Group held 192 shares of CS Disco worth $726 as of Q2 2026.
  • CS Disco was a new Private Wealth Management Group position in Q2 2026.
  • CS Disco made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1354 holding.
  • Private Wealth Management Group first reported a position in CS Disco in Q4 2023 and has held it in 3 quarters since.
  • Private Wealth Management Group's CS Disco position peaked at $3.44K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.