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Private Wealth Management Group’s COPT Defense Properties CDP Stock Holding History

Private Wealth Management Group’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 		$182 Hold
5
– – ﹤0.01% 1427
2026
Q1 		$153 Hold
5
– – ﹤0.01% 1402
2025
Q4 		$139 Hold
5
– – ﹤0.01% 1444
2025
Q3 		$146 Hold
5
– – ﹤0.01% 1462
2025
Q2 		$138 Buy
+5
New +$135 ﹤0.01% 1460

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

Private Wealth Management Group's CDP Position: Q2 2026 in Review

Private Wealth Management Group held its COPT Defense Properties (CDP) position steady in Q2 2026 at 5 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Private Wealth Management Group first reported a position in CDP in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Private Wealth Management Group held 5 shares of COPT Defense Properties worth $182 as of Q2 2026.
  • Private Wealth Management Group left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1427 holding.
  • Private Wealth Management Group first reported a position in COPT Defense Properties in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.