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

Opal 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
Q1 		$49.8M Buy
662,875
+59,935
+10% +$4.76M 11.27% 2
2025
Q4 		$49.6M Buy
602,940
+16,423
+3% +$1.36M 12.94% 2
2025
Q3 		$48.9M Buy
586,517
+12,718
+2% +$1.02M 13.6% 2
2025
Q2 		$45.5M Buy
573,799
+14,929
+3% +$1.09M 12.62% 2
2025
Q1 		$39M Buy
558,870
+29,725
+6% +$2.23M 12.02% 2
2024
Q4 		$39.8M Buy
529,145
+790
+0.1% +$59.8K 11.95% 2
2024
Q3 		$38.6M Buy
528,355
+31,533
+6% +$2.22M 12.09% 2
2024
Q2 		$34.7M Buy
496,822
+8,010
+2% +$535K 11.14% 2
2024
Q1 		$32.8M Buy
488,812
+92,894
+23% +$5.96M 11.12% 2
2023
Q4 		$23.6M Buy
395,918
+4,459
+1% +$246K 9.31% 1
2023
Q3 		$20.3M Sell
391,459
-59,456
-13% -$3.22M 11.87% 2
2023
Q2 		$24.5M Sell
450,915
-3,268
-0.7% -$163K 12.21% 2
2023
Q1 		$21.7M Buy
454,183
+428
+0.1% +$19.1K 12.64% 2
2022
Q4 		$18.5M Buy
453,755
+18,753
+4% +$786K 10.21% 2
2022
Q3 		$17.2M Buy
435,002
+3,173
+0.7% +$141K 12.58% 3
2022
Q2 		$18M Sell
431,829
-98,183
-19% -$4.5M 11.9% 3
2022
Q1 		$28.5M Sell
530,012
-75,696
-12% -$4.05M 24.81% 1
2021
Q4 		$36.8M Buy
605,708
+27,730
+5% +$1.67M 23.28% 1
2021
Q3 		$32.6M Sell
577,978
-28,850
-5% -$1.66M 31.34% 1
2021
Q2 		$33.9M Buy
606,828
+52,441
+9% +$2.8M 31.54% 1
2021
Q1 		$28M Buy
554,387
+61,123
+12% +$3.06M 30.42% 1
2020
Q4 		$24.7M Buy
+493,264
New +$23.6M 30.93% 1

Other funds holding LRGE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $570B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Opal Wealth Advisors's LRGE Position: Q1 2026 in Review

Opal Wealth Advisors increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 9.9% in Q1 2026, buying an estimated $4.76M and bringing the position to 662,875 shares worth $49.8M. The position accounts for 11.27% of the portfolio, ranked #2.

Opal Wealth Advisors first reported a position in LRGE in Q4 2020 and has held it in 22 quarters since. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • Opal Wealth Advisors held 662,875 shares of ClearBridge Large Cap Growth Select ETF worth $49.8M as of Q1 2026.
  • Opal Wealth Advisors bought 59,935 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $4.76M.
  • ClearBridge Large Cap Growth Select ETF made up 11.27% of Opal Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Opal Wealth Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2020 and has held it in 22 quarters since.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.