Wealth Enhancement Advisory Services
LAW icon

Wealth Enhancement Advisory Services’s CS Disco LAW Stock Holding History

Wealth Enhancement Advisory Services’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 		$84.4K Buy
+21,855
New +$84.7K ﹤0.01% 3838

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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

Wealth Enhancement Advisory Services's LAW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in CS Disco (LAW) in Q2 2026: 21,855 shares worth $84.4K. The stake represents ﹤0.01% of the portfolio and ranks #3838 among its holdings.

120 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,855 shares of CS Disco worth $84.4K as of Q2 2026.
  • CS Disco was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • CS Disco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3838 holding.
  • 120 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.