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 Q3	$8.48K	Hold	254	–	–	﹤0.01%	1143
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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's CDP Position: Q3 2026 in Review

True Wealth Design held its COPT Defense Properties (CDP) position steady in Q3 2026 at 254 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

True Wealth Design first reported a position in CDP in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.24K in Q2 2026. 12 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

True Wealth Design held 254 shares of COPT Defense Properties worth $8.48K as of Q3 2026.
True Wealth Design left its COPT Defense Properties share count unchanged in Q3 2026.
COPT Defense Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1143 holding.
True Wealth Design first reported a position in COPT Defense Properties in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's COPT Defense Properties position peaked at $9.24K in Q2 2026.
12 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.