Fortitude Family Office’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Fortitude Family Office’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	$1.16M	Hold	13,600	–	–	0.23%	63
2026 Q1	$1.02M	Sell	13,600 -13,600	-50%	-$1.08M	0.23%	64
2025 Q4	$2.24M	Hold	27,200	–	–	0.52%	41
2025 Q3	$2.27M	Hold	27,200	–	–	0.61%	36
2025 Q2	$2.16M	Hold	27,200	–	–	0.71%	32
2025 Q1	$1.9M	Hold	27,200	–	–	0.68%	29
2024 Q4	$2.05M	Buy	+27,200	New	+$2.06M	0.73%	29

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

Fortitude Family Office's LRGE Position: Q2 2026 in Review

Fortitude Family Office held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 13,600 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #63.

Fortitude Family Office first reported a position in LRGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q3 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Fortitude Family Office held 13,600 shares of ClearBridge Large Cap Growth Select ETF worth $1.16M as of Q2 2026.
Fortitude Family Office left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up 0.23% of Fortitude Family Office's portfolio in Q2 2026, its #63 holding.
Fortitude Family Office first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 7 quarters since.
Fortitude Family Office's ClearBridge Large Cap Growth Select ETF position peaked at $2.27M in Q3 2025.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.