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Arkadios Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

Arkadios Wealth Advisors’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$580K Buy
15,942
+681
+4% +$22.1K 0.01% 1059
2026
Q1 		$467K Buy
15,261
+1,146
+8% +$35.6K 0.01% 1145
2025
Q4 		$392K Buy
14,115
+1,443
+11% +$41.6K 0.01% 1135
2025
Q3 		$368K Buy
12,672
+540
+4% +$15.5K 0.01% 1079
2025
Q2 		$335K Buy
12,132
+557
+5% +$15.1K 0.01% 1015
2025
Q1 		$316K Buy
11,575
+3,515
+44% +$99.1K 0.01% 887
2024
Q4 		$249K Buy
8,060
+291
+4% +$9.24K 0.01% 790
2024
Q3 		$236K Buy
+7,769
New +$221K 0.01% 790

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Arkadios Wealth Advisors's CDP Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its COPT Defense Properties (CDP) stake by 4.5% in Q2 2026, buying an estimated $22.1K and bringing the position to 15,942 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #1059.

Arkadios Wealth Advisors first reported a position in CDP in Q3 2024 and has held it in 8 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Arkadios Wealth Advisors held 15,942 shares of COPT Defense Properties worth $580K as of Q2 2026.
  • Arkadios Wealth Advisors bought 681 COPT Defense Properties shares in Q2 2026, an estimated $22.1K.
  • COPT Defense Properties made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1059 holding.
  • Arkadios Wealth Advisors first reported a position in COPT Defense Properties in Q3 2024 and has held it in 8 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.