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Evolve Private Wealth’s COPT Defense Properties CDP Stock Holding History

Evolve Private Wealth’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 		$694K Sell
18,910
-5,364
-22% -$174K 0.04% 400
2026
Q1 		$743K Buy
24,274
+956
+4% +$29.7K 0.04% 418
2025
Q4 		$655K Buy
+23,318
New +$672K 0.04% 425

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

Evolve Private Wealth's CDP Position: Q2 2026 in Review

Evolve Private Wealth reduced its COPT Defense Properties (CDP) stake by 22% in Q2 2026, selling an estimated $174K and leaving 18,910 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #400.

Evolve Private Wealth first reported a position in CDP in Q4 2025 and has held it in 3 quarters since. The position peaked at $743K in Q1 2026. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Evolve Private Wealth held 18,910 shares of COPT Defense Properties worth $694K as of Q2 2026.
  • Evolve Private Wealth sold 5,364 COPT Defense Properties shares in Q2 2026, an estimated $174K.
  • COPT Defense Properties made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #400 holding.
  • Evolve Private Wealth first reported a position in COPT Defense Properties in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's COPT Defense Properties position peaked at $743K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.