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Osborne Partners Capital Management’s Global X DAX Germany ETF DAX Stock Holding History

Osborne Partners Capital Management’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7M Buy
627,800
+9,192
+1% +$413K 1.54% 17
2026
Q1 		$26.1M Buy
618,608
+9,294
+2% +$421K 1.38% 18
2025
Q4 		$27.8M Sell
609,314
-13,617
-2% -$607K 1.43% 16
2025
Q3 		$27.9M Sell
622,931
-4,609
-0.7% -$206K 1.42% 15
2025
Q2 		$28.2M Sell
627,540
-12,628
-2% -$531K 1.5% 13
2025
Q1 		$25M Sell
640,168
-23,176
-3% -$871K 1.44% 13
2024
Q4 		$22.1M Buy
663,344
+6,911
+1% +$234K 1.28% 16
2024
Q3 		$23M Sell
656,433
-8,008
-1% -$264K 1.31% 18
2024
Q2 		$21.1M Sell
664,441
-6,308
-0.9% -$207K 1.26% 19
2024
Q1 		$22.4M Sell
670,749
-1,350
-0.2% -$42.3K 1.38% 18
2023
Q4 		$20.7M Buy
672,099
+11,636
+2% +$331K 1.36% 18
2023
Q3 		$18M Buy
660,463
+13,117
+2% +$379K 1.33% 20
2023
Q2 		$19.2M Buy
647,346
+14,161
+2% +$422K 1.38% 19
2023
Q1 		$18.6M Buy
633,185
+8,301
+1% +$234K 1.36% 18
2022
Q4 		$16M Buy
624,884
+69,004
+12% +$1.67M 1.26% 21
2022
Q3 		$11.3M Buy
+555,880
New +$12.7M 0.95% 30

Other funds holding DAX

YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return

Osborne Partners Capital Management's DAX Position: Q2 2026 in Review

Osborne Partners Capital Management increased its Global X DAX Germany ETF (DAX) stake by 1.5% in Q2 2026, buying an estimated $413K and bringing the position to 627,800 shares worth $27.7M. The position accounts for 1.54% of the portfolio, ranked #17.

Osborne Partners Capital Management first reported a position in DAX in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.2M in Q2 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q2 2026.

  • Osborne Partners Capital Management held 627,800 shares of Global X DAX Germany ETF worth $27.7M as of Q2 2026.
  • Osborne Partners Capital Management bought 9,192 Global X DAX Germany ETF shares in Q2 2026, an estimated $413K.
  • Global X DAX Germany ETF made up 1.54% of Osborne Partners Capital Management's portfolio in Q2 2026, its #17 holding.
  • Osborne Partners Capital Management first reported a position in Global X DAX Germany ETF in Q3 2022 and has held it in 16 quarters since.
  • Osborne Partners Capital Management's Global X DAX Germany ETF position peaked at $28.2M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.