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
Q3 		$107K Buy
24,451
+2,596
+12% +$10.8K ﹤0.01% 3928
2026
Q2 		$84.4K Buy
+21,855
New +$84.7K ﹤0.01% 3838

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

Wealth Enhancement Advisory Services's LAW Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its CS Disco (LAW) stake by 12% in Q3 2026, buying an estimated $10.8K and bringing the position to 24,451 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Wealth Enhancement Advisory Services first reported a position in LAW in Q2 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold LAW as of Q3 2026.

  • Wealth Enhancement Advisory Services held 24,451 shares of CS Disco worth $107K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,596 CS Disco shares in Q3 2026, an estimated $10.8K.
  • CS Disco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3928 holding.
  • Wealth Enhancement Advisory Services first reported a position in CS Disco in Q2 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held CS Disco as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.