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True Wealth Design’s CubeSmart CUBE Stock Holding History

True Wealth Design’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 		$107K Buy
2,687
+2,071
+336% +$82.4K 0.03% 241
2026
Q1 		$22.6K Buy
616
+561
+1,020% +$21.5K 0.01% 668
2025
Q4 		$1.98K Sell
55
-750
-93% -$28.5K ﹤0.01% 1455
2025
Q3 		$32.7K Buy
805
+111
+16% +$4.52K 0.01% 439
2025
Q2 		$29.5K Buy
694
+524
+308% +$21.7K 0.01% 299
2025
Q1 		$7.26K Buy
+170
New +$7.1K ﹤0.01% 564

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

True Wealth Design's CUBE Position: Q2 2026 in Review

True Wealth Design increased its CubeSmart (CUBE) stake by 336% in Q2 2026, buying an estimated $82.4K and bringing the position to 2,687 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #241.

True Wealth Design first reported a position in CUBE in Q1 2025 and has held it in 6 quarters since. 517 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • True Wealth Design held 2,687 shares of CubeSmart worth $107K as of Q2 2026.
  • True Wealth Design bought 2,071 CubeSmart shares in Q2 2026, an estimated $82.4K.
  • CubeSmart made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #241 holding.
  • True Wealth Design first reported a position in CubeSmart in Q1 2025 and has held it in 6 quarters since.
  • 517 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.