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SHP Wealth Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

SHP Wealth Management’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 		$44.8K Hold
596
– – ﹤0.01% 517
2025
Q4 		$49.1K Buy
+596
New +$49.5K ﹤0.01% 482

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 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 $445B AUM 25.58% 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 $34.1B AUM 29.2% 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 $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's LRGE Position: Q1 2026 in Review

SHP Wealth Management held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 596 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

SHP Wealth Management first reported a position in LRGE in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.1K in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

  • SHP Wealth Management held 596 shares of ClearBridge Large Cap Growth Select ETF worth $44.8K as of Q1 2026.
  • SHP Wealth Management left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
  • ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #517 holding.
  • SHP Wealth Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ClearBridge Large Cap Growth Select ETF position peaked at $49.1K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.