Intentional Wealth Strategies’s CubeSmart CUBE Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-9	Closed	-$330	–	269
2026 Q1	$330	Buy	+9	New	+$345	﹤0.01%	897

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

Intentional Wealth Strategies's CUBE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 9 shares — an estimated $330 sold.

Intentional Wealth Strategies first reported a position in CUBE in Q1 2026 and held it in 1 quarter. The position peaked at $330 in Q1 2026. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Intentional Wealth Strategies reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 9 CubeSmart shares in Q2 2026, an estimated $330.
Intentional Wealth Strategies first reported a position in CubeSmart in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's CubeSmart position peaked at $330 in Q1 2026.
517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.