Townsend Asset Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Townsend Asset 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 Q2	$264K	Hold	3,083	–	–	0.08%	123
2026 Q1	$232K	Sell	3,083 -227	-7%	-$18K	0.08%	121
2025 Q4	$273K	Sell	3,310 -36	-1%	-$2.99K	0.1%	102
2025 Q3	$279K	Sell	3,346 -64	-2%	-$5.15K	0.1%	102
2025 Q2	$270K	Hold	3,410	–	–	0.1%	100
2025 Q1	$238K	Sell	3,410 -51	-1%	-$3.82K	0.09%	108
2024 Q4	$260K	Sell	3,461 -290	-8%	-$22K	0.1%	111
2024 Q3	$274K	Sell	3,751 -371	-9%	-$26.1K	0.1%	116
2024 Q2	$288K	Buy	+4,122	New	+$275K	0.11%	110

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 29.2% 1-Year Est. Return

Townsend Asset Management's LRGE Position: Q2 2026 in Review

Townsend Asset Management held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 3,083 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #123.

Townsend Asset Management first reported a position in LRGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $288K in Q2 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Townsend Asset Management held 3,083 shares of ClearBridge Large Cap Growth Select ETF worth $264K as of Q2 2026.
Townsend Asset Management left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up 0.08% of Townsend Asset Management's portfolio in Q2 2026, its #123 holding.
Townsend Asset Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 9 quarters since.
Townsend Asset Management's ClearBridge Large Cap Growth Select ETF position peaked at $288K in Q2 2024.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.