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LRGE icon

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

NewEdge 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
Q1 		$143K Sell
1,901
-1,141
-38% -$90.7K ﹤0.01% 2677
2025
Q4 		$250K Sell
3,042
-52
-2% -$4.32K ﹤0.01% 2441
2025
Q3 		$258K Sell
3,094
-32,032
-91% -$2.58M ﹤0.01% 2272
2025
Q2 		$2.79M Sell
35,126
-3,722
-10% -$271K 0.01% 785
2025
Q1 		$2.71M Buy
38,848
+31,717
+445% +$2.38M 0.02% 733
2024
Q4 		$537K Sell
7,131
-1,175
-14% -$89K ﹤0.01% 1507
2024
Q3 		$607K Sell
8,306
-4,630
-36% -$326K ﹤0.01% 1358
2024
Q2 		$903K Buy
12,936
+10,652
+466% +$711K 0.01% 1122
2024
Q1 		$153K Buy
2,284
+2,194
+2,438% +$141K ﹤0.01% 1921
2023
Q4 		$5.37K Buy
+90
New +$4.97K ﹤0.01% 3104

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return