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Bullock Wealth Management’s CubeSmart CUBE Stock Holding History

Bullock Wealth Management’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
Q1 		– Sell
-35
Closed -$1.26K – 631
2025
Q4 		$1.26K Buy
+35
New +$1.33K ﹤0.01% 548

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bullock Wealth Management's CUBE Position: Q1 2026 in Review

Bullock Wealth Management sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 35 shares — an estimated $1.26K sold.

Bullock Wealth Management first reported a position in CUBE in Q4 2025 and held it in 1 quarter. The position peaked at $1.26K in Q4 2025. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • Bullock Wealth Management reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 35 CubeSmart shares in Q1 2026, an estimated $1.26K.
  • Bullock Wealth Management first reported a position in CubeSmart in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's CubeSmart position peaked at $1.26K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.