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Bullock Wealth Management’s COPT Defense Properties CDP Stock Holding History

Bullock Wealth Management’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 		$15.9K Buy
+433
New +$14.1K 0.01% 391

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Vanguard Capital Management
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EARNEST Partners
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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

Bullock Wealth Management's CDP Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in COPT Defense Properties (CDP) in Q2 2026: 433 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings.

323 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Bullock Wealth Management held 433 shares of COPT Defense Properties worth $15.9K as of Q2 2026.
  • COPT Defense Properties was a new Bullock Wealth Management position in Q2 2026.
  • COPT Defense Properties made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #391 holding.
  • 323 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.