Carson Wealth (CWM LLC)’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.08M | Buy |
56,707
+52,667
| +1,304% | +$2.02M | 0.01% | 1178 |
|
|
2025
Q4 | $146K | Sell |
4,040
-1,572
| -28% | -$59.7K | ﹤0.01% | 2798 |
|
|
2025
Q3 | $228K | Buy |
5,612
+894
| +19% | +$36.4K | ﹤0.01% | 2346 |
|
|
2025
Q2 | $201K | Buy |
4,718
+2,768
| +142% | +$115K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $83K | Buy |
1,950
+371
| +23% | +$15.5K | ﹤0.01% | 2579 |
|
|
2024
Q4 | $68K | Buy |
1,579
+255
| +19% | +$12.2K | ﹤0.01% | 2559 |
|
|
2024
Q3 | $71K | Buy |
1,324
+123
| +10% | +$6.11K | ﹤0.01% | 2421 |
|
|
2024
Q2 | $54K | Buy |
1,201
+39
| +3% | +$1.68K | ﹤0.01% | 2428 |
|
|
2024
Q1 | $53K | Buy |
1,162
+118
| +11% | +$5.23K | ﹤0.01% | 2251 |
|
|
2023
Q4 | $48K | Sell |
1,044
-131
| -11% | -$5.15K | ﹤0.01% | 2202 |
|
|
2023
Q3 | $45K | Buy |
1,175
+165
| +16% | +$6.96K | ﹤0.01% | 2122 |
|
|
2023
Q2 | $45K | Buy |
1,010
+26
| +3% | +$1.18K | ﹤0.01% | 2068 |
|
|
2023
Q1 | $46K | Sell |
984
-332
| -25% | -$14.9K | ﹤0.01% | 1916 |
|
|
2022
Q4 | $53K | Buy |
1,316
+420
| +47% | +$16.9K | ﹤0.01% | 1695 |
|
|
2022
Q3 | $36K | Sell |
896
-51
| -5% | -$2.3K | ﹤0.01% | 1827 |
|
|
2022
Q2 | $40K | Buy |
947
+8
| +0.9% | +$368 | ﹤0.01% | 1722 |
|
|
2022
Q1 | $49K | Buy |
939
+80
| +9% | +$4.05K | ﹤0.01% | 1618 |
|
|
2021
Q4 | $49K | Buy |
+859
| New | +$46.2K | ﹤0.01% | 1570 |
|
|
2021
Q2 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2021
Q1 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q4 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q3 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q2 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q1 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q4 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q3 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q2 | $72K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q1 | $72K | Buy |
+1,554
| New | +$47.3K | ﹤0.01% | 1253 |
|
|
2018
Q1 | – | Sell |
-186
| Closed | -$5K | – | 1429 |
|
|
2017
Q4 | $5K | Buy |
186
+89
| +92% | +$2.49K | ﹤0.01% | 1078 |
|
|
2017
Q3 | $3K | Buy |
+97
| New | +$2.4K | ﹤0.01% | 1192 |
|
Other funds holding CUBE
Carson Wealth (CWM LLC)'s CUBE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its CubeSmart (CUBE) stake by 1,304% in Q1 2026, buying an estimated $2.02M and bringing the position to 56,707 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #1178.
Carson Wealth (CWM LLC) first reported a position in CUBE in Q3 2017 and has held it in 30 quarters since. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.
- Carson Wealth (CWM LLC) held 56,707 shares of CubeSmart worth $2.08M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 52,667 CubeSmart shares in Q1 2026, an estimated $2.02M.
- CubeSmart made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1178 holding.
- Carson Wealth (CWM LLC) first reported a position in CubeSmart in Q3 2017 and has held it in 30 quarters since.
- 487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.