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

Medallion 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 		$73 Buy
+2
New +$65 ﹤0.01% 1165

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Vanguard Capital Management
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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

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

Medallion Wealth Advisors opened a new position in COPT Defense Properties (CDP) in Q2 2026: 2 shares worth $73. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

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

  • Medallion Wealth Advisors held 2 shares of COPT Defense Properties worth $73 as of Q2 2026.
  • COPT Defense Properties was a new Medallion Wealth Advisors position in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1165 holding.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.