Asset Planning Inc’s CubeSmart CUBE Stock Holding History

Asset Planning Inc’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	$3.98K	Hold	100	–	–	﹤0.01%	285
2026 Q1	$3.67K	Buy	+100	New	+$3.84K	﹤0.01%	268

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Planning Inc's CUBE Position: Q2 2026 in Review

Asset Planning Inc held its CubeSmart (CUBE) position steady in Q2 2026 at 100 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Asset Planning Inc first reported a position in CUBE in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Asset Planning Inc held 100 shares of CubeSmart worth $3.98K as of Q2 2026.
Asset Planning Inc left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #285 holding.
Asset Planning Inc first reported a position in CubeSmart in Q1 2026 and has held it in 2 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.