Wealth Preservation Advisors’s CS Disco LAW Stock Holding History

Wealth Preservation 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	–	Sell	-62	Closed	-$237	–	534
2026 Q1	$237	Buy	+62	New	+$307	﹤0.01%	865

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

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

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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

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

Wealth Preservation Advisors sold out of CS Disco (LAW) in Q2 2026, closing a stake of 62 shares — an estimated $237 sold.

Wealth Preservation Advisors first reported a position in LAW in Q1 2026 and held it in 1 quarter. The position peaked at $237 in Q1 2026. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

Wealth Preservation Advisors reported no remaining CS Disco position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 62 CS Disco shares in Q2 2026, an estimated $237.
Wealth Preservation Advisors first reported a position in CS Disco in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's CS Disco position peaked at $237 in Q1 2026.
121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.