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

EverSource 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	$53.2K	Sell	1,461 -963	-40%	-$31.3K	﹤0.01%	1744
2026 Q1	$74.2K	Buy	2,424 +339	+16%	+$10.5K	﹤0.01%	1614
2025 Q4	$58K	Buy	2,085 +187	+10%	+$5.39K	﹤0.01%	1647
2025 Q3	$55.2K	Buy	1,898 +213	+13%	+$6.12K	﹤0.01%	1634
2025 Q2	$46.5K	Buy	1,685 +1,553	+1,177%	+$42.1K	﹤0.01%	1670
2025 Q1	$3.6K	Sell	132 -11	-8%	-$310	﹤0.01%	2652
2024 Q4	$4.43K	Buy	143 +100	+233%	+$3.18K	﹤0.01%	2409
2024 Q3	$1.3K	Hold	43	–	–	﹤0.01%	2658
2024 Q2	$1.25K	Buy	43 +21	+95%	+$505	﹤0.01%	2688
2024 Q1	$527	Buy	+22	New	+$535	﹤0.01%	2704
2023 Q4	–	Sell	-207	Closed	-$4.93K	–	2653
2023 Q3	$4.93K	Hold	207	–	–	﹤0.01%	1715
2023 Q2	$4.92K	Buy	207 +187	+935%	+$4.36K	﹤0.01%	1741
2023 Q1	$474	Sell	20 -311	-94%	-$8K	﹤0.01%	2235
2022 Q4	$8.59K	Hold	331	–	–	﹤0.01%	1388
2022 Q3	$8K	Sell	331 -837	-72%	-$21.9K	﹤0.01%	1188
2022 Q2	$31K	Buy	+1,168	New	+$31.5K	0.01%	718
2022 Q1	–	Sell	-106	Closed	-$3K	–	1723
2021 Q4	$3K	Buy	+106	New	+$2.92K	﹤0.01%	1400

Other funds holding CDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

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

EverSource Wealth Advisors reduced its COPT Defense Properties (CDP) stake by 40% in Q2 2026, selling an estimated $31.3K and leaving 1,461 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

EverSource Wealth Advisors first reported a position in CDP in Q4 2021 and has held it in 17 quarters since. The position peaked at $74.2K in Q1 2026. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

EverSource Wealth Advisors held 1,461 shares of COPT Defense Properties worth $53.2K as of Q2 2026.
EverSource Wealth Advisors sold 963 COPT Defense Properties shares in Q2 2026, an estimated $31.3K.
COPT Defense Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1744 holding.
EverSource Wealth Advisors first reported a position in COPT Defense Properties in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's COPT Defense Properties position peaked at $74.2K in Q1 2026.
326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.