Osaic Holdings
LRGE icon

Osaic Holdings’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Osaic Holdings’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 		$954K Buy
12,692
+3,232
+34% +$257K ﹤0.01% 2750
2025
Q4 		$779K Sell
9,460
-922
-9% -$76.5K ﹤0.01% 2925
2025
Q3 		$833K Sell
10,382
-1,634
-14% -$131K ﹤0.01% 2963
2025
Q2 		$953K Sell
12,016
-250
-2% -$18.2K ﹤0.01% 2548
2025
Q1 		$856K Sell
12,266
-679
-5% -$50.9K ﹤0.01% 2379
2024
Q4 		$974K Buy
12,945
+1,225
+10% +$92.7K ﹤0.01% 2213
2024
Q3 		$856K Sell
11,720
-593
-5% -$41.7K ﹤0.01% 2382
2024
Q2 		$860K Sell
12,313
-7,506
-38% -$501K ﹤0.01% 2316
2024
Q1 		$1.33M Sell
19,819
-12,971
-40% -$833K ﹤0.01% 2048
2023
Q4 		$1.96M Buy
32,790
+6,791
+26% +$375K ﹤0.01% 1876
2023
Q3 		$1.35M Buy
25,999
+22,431
+629% +$1.21M ﹤0.01% 2353
2023
Q2 		$194K Buy
3,568
+302
+9% +$15K ﹤0.01% 3914
2023
Q1 		$156K Hold
3,266
– – ﹤0.01% 4074
2022
Q4 		$133K Buy
3,266
+43
+1% +$1.8K ﹤0.01% 4211
2022
Q3 		$127K Sell
3,223
-1,796
-36% -$79.9K ﹤0.01% 4155
2022
Q2 		$210K Buy
5,019
+753
+18% +$34.5K ﹤0.01% 3744
2022
Q1 		$228K Sell
4,266
-516
-11% -$27.6K ﹤0.01% 3916
2021
Q4 		$291K Sell
4,782
-1,148
-19% -$69.2K ﹤0.01% 3599
2021
Q3 		$335K Buy
5,930
+687
+13% +$39.6K ﹤0.01% 3426
2021
Q2 		$294K Buy
5,243
+89
+2% +$4.75K ﹤0.01% 3534
2021
Q1 		$260K Sell
5,154
-325
-6% -$16.3K ﹤0.01% 3509
2020
Q4 		$274K Sell
5,479
-495
-8% -$23.7K ﹤0.01% 3194
2020
Q3 		$275K Buy
5,974
+2,498
+72% +$111K ﹤0.01% 2963
2020
Q2 		$142K Buy
3,476
+966
+38% +$36.3K ﹤0.01% 3416
2020
Q1 		$82K Buy
+2,510
New +$92.6K ﹤0.01% 3624

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 $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

Osaic Holdings's LRGE Position: Q1 2026 in Review

Osaic Holdings increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 34% in Q1 2026, buying an estimated $257K and bringing the position to 12,692 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Osaic Holdings first reported a position in LRGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.96M in Q4 2023. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • Osaic Holdings held 12,692 shares of ClearBridge Large Cap Growth Select ETF worth $954K as of Q1 2026.
  • Osaic Holdings bought 3,232 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $257K.
  • ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2750 holding.
  • Osaic Holdings first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's ClearBridge Large Cap Growth Select ETF position peaked at $1.96M in Q4 2023.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.