AWA
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Arkadios Wealth Advisors’s CubeSmart CUBE Stock Holding History

Arkadios Wealth Advisors’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Sell
6,091
-6,837
-53% -$272K ﹤0.01% 1529
2026
Q1 		$474K Sell
12,928
-32
-0.2% -$1.23K 0.01% 1138
2025
Q4 		$467K Sell
12,960
-165
-1% -$6.27K 0.01% 1046
2025
Q3 		$534K Buy
13,125
+2,030
+18% +$82.7K 0.01% 904
2025
Q2 		$472K Buy
11,095
+1,217
+12% +$50.5K 0.01% 867
2025
Q1 		$422K Buy
9,878
+2,165
+28% +$90.5K 0.02% 769
2024
Q4 		$331K Buy
7,713
+1,415
+22% +$67.8K 0.02% 689
2024
Q3 		$339K Buy
+6,298
New +$313K 0.02% 667
2022
Q1 		– Sell
-6,484
Closed -$369K – 571
2021
Q4 		$369K Buy
6,484
+1,353
+26% +$72.7K 0.05% 393
2021
Q3 		$248K Buy
5,131
+1,502
+41% +$75.8K 0.04% 450
2021
Q2 		$168K Buy
3,629
+843
+30% +$36.4K 0.02% 579
2021
Q1 		$105K Buy
2,786
+327
+13% +$11.8K 0.02% 527
2020
Q4 		$82K Sell
2,459
-660
-21% -$22.1K 0.02% 464
2020
Q3 		$107K Buy
3,119
+231
+8% +$6.99K 0.05% 278
2020
Q2 		$80.2K Buy
2,888
+629
+28% +$16.6K 0.04% 293
2020
Q1 		$60.5K Hold
2,259
– – 0.04% 308
2019
Q4 		$73.4K Buy
+2,259
New +$72.5K 0.04% 273

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arkadios Wealth Advisors's CUBE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its CubeSmart (CUBE) stake by 53% in Q2 2026, selling an estimated $272K and leaving 6,091 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Arkadios Wealth Advisors first reported a position in CUBE in Q4 2019 and has held it in 17 quarters since. The position peaked at $534K in Q3 2025. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Arkadios Wealth Advisors held 6,091 shares of CubeSmart worth $242K as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,837 CubeSmart shares in Q2 2026, an estimated $272K.
  • CubeSmart made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1529 holding.
  • Arkadios Wealth Advisors first reported a position in CubeSmart in Q4 2019 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's CubeSmart position peaked at $534K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.