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Fourth Dimension Wealth’s COPT Defense Properties CDP Stock Holding History

Fourth Dimension 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 		$14.6K Hold
400
– – ﹤0.01% 420
2026
Q1 		$12.2K Hold
400
– – ﹤0.01% 392
2025
Q4 		$11.1K Hold
400
– – ﹤0.01% 407
2025
Q3 		$11.6K Hold
400
– – ﹤0.01% 401
2025
Q2 		$11K Hold
400
– – ﹤0.01% 414
2025
Q1 		$10.9K Hold
400
– – 0.01% 404
2024
Q4 		$12.4K Buy
+400
New +$12.7K 0.01% 392

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

Fourth Dimension Wealth's CDP Position: Q2 2026 in Review

Fourth Dimension Wealth held its COPT Defense Properties (CDP) position steady in Q2 2026 at 400 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Fourth Dimension Wealth first reported a position in CDP in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Fourth Dimension Wealth held 400 shares of COPT Defense Properties worth $14.6K as of Q2 2026.
  • Fourth Dimension Wealth left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #420 holding.
  • Fourth Dimension Wealth first reported a position in COPT Defense Properties in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.