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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
+4
+0.9% +$130 0.01% 391
2026
Q1 		$13.1K Buy
429
+5
+1% +$156 0.01% 396
2025
Q4 		$11.8K Buy
424
+4
+1% +$115 0.01% 389
2025
Q3 		$12.3K Buy
420
+5
+1% +$144 0.01% 395
2025
Q2 		$11.6K Buy
415
+4
+1% +$108 0.01% 379
2025
Q1 		$11.2K Buy
411
+4
+1% +$113 0.01% 366
2024
Q4 		$12.6K Sell
407
-28
-6% -$889 0.01% 369
2024
Q3 		$13.3K Buy
435
+5
+1% +$142 0.01% 345
2024
Q2 		$10.8K Buy
430
+6
+1% +$144 0.01% 346
2024
Q1 		$10.1K Buy
+424
New +$10.3K 0.01% 360

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its COPT Defense Properties (CDP) stake by 0.93% in Q2 2026, buying an estimated $130 and bringing the position to 433 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #391.

Bullock Wealth Management first reported a position in CDP in Q1 2024 and has held it in 10 quarters since. 327 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.
  • Bullock Wealth Management bought 4 COPT Defense Properties shares in Q2 2026, an estimated $130.
  • COPT Defense Properties made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Bullock Wealth Management first reported a position in COPT Defense Properties in Q1 2024 and has held it in 10 quarters since.
  • 327 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.