EverSource Wealth Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

EverSource Wealth Advisors’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.99K	Hold	105	–	–	﹤0.01%	2962
2026 Q1	$7.9K	Hold	105	–	–	﹤0.01%	3041
2025 Q4	$8.64K	Hold	105	–	–	﹤0.01%	2872
2025 Q3	$8.75K	Hold	105	–	–	﹤0.01%	2891
2025 Q2	$8.33K	Hold	105	–	–	﹤0.01%	2926
2025 Q1	$7.33K	Sell	105 -76	-42%	-$5.7K	﹤0.01%	2294
2024 Q4	$13.6K	Buy	+181	New	+$13.7K	﹤0.01%	1845
2022 Q4	–	Sell	-2,557	Closed	-$102K	–	2371
2022 Q3	$102K	Hold	2,557	–	–	0.02%	429
2022 Q2	$106K	Buy	2,557 +106	+4%	+$4.86K	0.03%	360
2022 Q1	$132K	Sell	2,451 -245	-9%	-$13.1K	0.03%	296
2021 Q4	$164K	Buy	+2,696	New	+$163K	0.05%	252

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

EverSource Wealth Advisors's LRGE Position: Q2 2026 in Review

EverSource Wealth Advisors held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 105 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

EverSource Wealth Advisors first reported a position in LRGE in Q4 2021 and has held it in 11 quarters since. The position peaked at $164K in Q4 2021. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

EverSource Wealth Advisors held 105 shares of ClearBridge Large Cap Growth Select ETF worth $8.99K as of Q2 2026.
EverSource Wealth Advisors left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2962 holding.
EverSource Wealth Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $164K in Q4 2021.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.