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 Q2	$1.04M	Sell	12,124 -568	-4%	-$47.5K	﹤0.01%	2960
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 $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 22.96% 1-Year Est. Return

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

Osaic Holdings's LRGE Position: Q2 2026 in Review

Osaic Holdings reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 4.5% in Q2 2026, selling an estimated $47.5K and leaving 12,124 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Osaic Holdings first reported a position in LRGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2023. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Osaic Holdings held 12,124 shares of ClearBridge Large Cap Growth Select ETF worth $1.04M as of Q2 2026.
Osaic Holdings sold 568 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $47.5K.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2960 holding.
Osaic Holdings first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's ClearBridge Large Cap Growth Select ETF position peaked at $1.96M in Q4 2023.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.