Envestnet Portfolio Solutions
CUBE icon

Envestnet Portfolio Solutions’s CubeSmart CUBE Stock Holding History

Envestnet Portfolio Solutions’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 		$502K Sell
13,687
-3,824
-22% -$147K ﹤0.01% 902
2025
Q4 		$631K Sell
17,511
-3,069
-15% -$117K ﹤0.01% 949
2025
Q3 		$837K Buy
20,580
+4,604
+29% +$188K ﹤0.01% 805
2025
Q2 		$679K Sell
15,976
-606
-4% -$25.1K ﹤0.01% 960
2025
Q1 		$708K Sell
16,582
-5,279
-24% -$221K ﹤0.01% 918
2024
Q4 		$937K Buy
21,861
+601
+3% +$28.8K ﹤0.01% 955
2024
Q3 		$1.14M Buy
21,260
+2,740
+15% +$136K ﹤0.01% 848
2024
Q2 		$837K Buy
18,520
+2,054
+12% +$88.6K ﹤0.01% 920
2024
Q1 		$745K Buy
16,466
+2,737
+20% +$121K ﹤0.01% 956
2023
Q4 		$636K Buy
13,729
+817
+6% +$32.1K ﹤0.01% 945
2023
Q3 		$492K Buy
+12,912
New +$545K ﹤0.01% 991

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return