Cassaday & Co Wealth Management’s CubeSmart CUBE Stock Holding History

Cassaday & Co 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 Q2	$40	Hold	1	–	–	﹤0.01%	1301
2026 Q1	$37	Buy	+1	New	+$38	﹤0.01%	1353

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

Cassaday & Co Wealth Management's CUBE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its CubeSmart (CUBE) position steady in Q2 2026 at 1 share worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Cassaday & Co Wealth Management 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.

Cassaday & Co Wealth Management held 1 share of CubeSmart worth $40 as of Q2 2026.
Cassaday & Co Wealth Management left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1301 holding.
Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.