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Root Financial Partners’s COPT Defense Properties CDP Stock Holding History

Root Financial Partners’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 		– Sell
-343
Closed -$10.5K – 892
2026
Q1 		$10.5K Buy
343
+334
+3,711% +$10.4K ﹤0.01% 1667
2025
Q4 		$250 Hold
9
– – ﹤0.01% 2279
2025
Q3 		$262 Buy
+9
New +$259 ﹤0.01% 2193

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Geode Capital Management
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CCM
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WHG
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Root Financial Partners's CDP Position: Q2 2026 in Review

Root Financial Partners sold out of COPT Defense Properties (CDP) in Q2 2026, closing a stake of 343 shares — an estimated $10.5K sold.

Root Financial Partners first reported a position in CDP in Q3 2025 and held it in 3 quarters. The position peaked at $10.5K in Q1 2026. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Root Financial Partners reported no remaining COPT Defense Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 343 COPT Defense Properties shares in Q2 2026, an estimated $10.5K.
  • Root Financial Partners first reported a position in COPT Defense Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's COPT Defense Properties position peaked at $10.5K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.