CWIG
CUBE icon

Chung Wu Investment Group’s CubeSmart CUBE Stock Holding History

Chung Wu Investment Group’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% 260
2026
Q1 		$3.67K Hold
100
– – ﹤0.01% 239
2025
Q4 		$3.6K Hold
100
– – ﹤0.01% 250
2025
Q3 		$4.07K Hold
100
– – ﹤0.01% 242
2025
Q2 		$4.25K Buy
+100
New +$4.15K ﹤0.01% 235

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

Chung Wu Investment Group's CUBE Position: Q2 2026 in Review

Chung Wu Investment Group 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 #260.

Chung Wu Investment Group first reported a position in CUBE in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.25K in Q2 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Chung Wu Investment Group held 100 shares of CubeSmart worth $3.98K as of Q2 2026.
  • Chung Wu Investment Group left its CubeSmart share count unchanged in Q2 2026.
  • CubeSmart made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #260 holding.
  • Chung Wu Investment Group first reported a position in CubeSmart in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's CubeSmart position peaked at $4.25K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.