Natural Investments’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Natural Investments’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	$1.39M	Buy	16,181 +850	+6%	+$71K	0.3%	70
2026 Q1	$1.15M	Buy	15,331 +4,849	+46%	+$385K	0.28%	78
2025 Q4	$863K	Buy	+10,482	New	+$870K	0.21%	100
2025 Q3	–	Sell	-10,001	Closed	-$793K	–	267
2025 Q2	$793K	Buy	10,001 +381	+4%	+$27.7K	0.21%	102
2025 Q1	$671K	Buy	9,620 +689	+8%	+$51.7K	0.19%	114
2024 Q4	$672K	Buy	+8,931	New	+$676K	0.19%	123

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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Natural Investments's LRGE Position: Q2 2026 in Review

Natural Investments increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 5.5% in Q2 2026, buying an estimated $71K and bringing the position to 16,181 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #70.

Natural Investments first reported a position in LRGE in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Natural Investments held 16,181 shares of ClearBridge Large Cap Growth Select ETF worth $1.39M as of Q2 2026.
Natural Investments bought 850 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $71K.
ClearBridge Large Cap Growth Select ETF made up 0.3% of Natural Investments's portfolio in Q2 2026, its #70 holding.
Natural Investments first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.