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Vermillion & White Wealth Management Group’s CubeSmart CUBE Stock Holding History

Vermillion & White Wealth Management 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
2025
Q3 		– Sell
-141
Closed -$5.99K – 585
2025
Q2 		$5.99K Hold
141
– – ﹤0.01% 351
2025
Q1 		$6.02K Buy
+141
New +$5.89K ﹤0.01% 333

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vermillion & White Wealth Management Group's CUBE Position: Q3 2025 in Review

Vermillion & White Wealth Management Group sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 141 shares — an estimated $5.99K sold.

Vermillion & White Wealth Management Group first reported a position in CUBE in Q1 2025 and held it in 2 quarters. The position peaked at $6.02K in Q1 2025. 478 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Vermillion & White Wealth Management Group reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 141 CubeSmart shares in Q3 2025, an estimated $5.99K.
  • Vermillion & White Wealth Management Group first reported a position in CubeSmart in Q1 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's CubeSmart position peaked at $6.02K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2025, filed 26 Nov 2025.