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True Wealth Design’s COPT Defense Properties CDP Stock Holding History

True Wealth Design’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 		$9.24K Buy
254
+222
+694% +$7.22K ﹤0.01% 1091
2026
Q1 		$980 Sell
32
-34
-52% -$1.06K ﹤0.01% 1805
2025
Q4 		$1.85K Buy
66
+25
+61% +$721 ﹤0.01% 1480
2025
Q3 		$1.21K Buy
41
+23
+128% +$661 ﹤0.01% 1691
2025
Q2 		$497 Buy
18
+4
+29% +$108 ﹤0.01% 1748
2025
Q1 		$382 Sell
14
-113
-89% -$3.19K ﹤0.01% 1661
2024
Q4 		$3.93K Hold
127
– – ﹤0.01% 581
2024
Q3 		$3.85K Buy
+127
New +$3.62K ﹤0.01% 625

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

True Wealth Design's CDP Position: Q2 2026 in Review

True Wealth Design increased its COPT Defense Properties (CDP) stake by 694% in Q2 2026, buying an estimated $7.22K and bringing the position to 254 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

True Wealth Design first reported a position in CDP in Q3 2024 and has held it in 8 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • True Wealth Design held 254 shares of COPT Defense Properties worth $9.24K as of Q2 2026.
  • True Wealth Design bought 222 COPT Defense Properties shares in Q2 2026, an estimated $7.22K.
  • COPT Defense Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1091 holding.
  • True Wealth Design first reported a position in COPT Defense Properties in Q3 2024 and has held it in 8 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.