Strategic Wealth Partners’s CubeSmart CUBE Stock Holding History

Strategic Wealth Partners’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	–	Sell	-7	Closed	-$252	–	1494
2025 Q4	$252	Buy	+7	New	+$266	﹤0.01%	1376

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Wealth Partners's CUBE Position: Q1 2026 in Review

Strategic Wealth Partners sold out of CubeSmart (CUBE) in Q1 2026, closing a stake of 7 shares — an estimated $252 sold.

Strategic Wealth Partners first reported a position in CUBE in Q4 2025 and held it in 1 quarter. The position peaked at $252 in Q4 2025. 487 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Strategic Wealth Partners reported no remaining CubeSmart position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 7 CubeSmart shares in Q1 2026, an estimated $252.
Strategic Wealth Partners first reported a position in CubeSmart in Q4 2025 and held it in 1 quarter.
Strategic Wealth Partners's CubeSmart position peaked at $252 in Q4 2025.
487 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.