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John Overdeck’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

John Overdeck’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 		– Sell
-5,952
Closed -$448K – 5278
2026
Q1 		$448K Sell
5,952
-5,248
-47% -$417K ﹤0.01% 3804
2025
Q4 		$922K Buy
11,200
+3,000
+37% +$249K ﹤0.01% 2974
2025
Q3 		$683K Sell
8,200
-2,400
-23% -$193K ﹤0.01% 2823
2025
Q2 		$841K Buy
+10,600
New +$771K ﹤0.01% 2349

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

John Overdeck's LRGE Position: Q2 2026 in Review

John Overdeck sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2026, closing a stake of 5,952 shares — an estimated $448K sold.

John Overdeck first reported a position in LRGE in Q2 2025 and held it in 4 quarters. The position peaked at $922K in Q4 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • John Overdeck reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 5,952 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $448K.
  • John Overdeck first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2025 and held it in 4 quarters.
  • John Overdeck's ClearBridge Large Cap Growth Select ETF position peaked at $922K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.