Osborne Partners Capital Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Osborne Partners Capital Management’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$271K	Hold	1,956	–	–	0.01%	178
2025 Q4	$254K	Hold	1,956	–	–	0.01%	183
2025 Q3	$249K	Hold	1,956	–	–	0.01%	195
2025 Q2	$215K	Sell	1,956 -250	-11%	-$26.4K	0.01%	198
2025 Q1	$223K	Sell	2,206 -545	-20%	-$54.9K	0.01%	200
2024 Q4	$272K	Hold	2,751	–	–	0.02%	197
2024 Q3	$309K	Hold	2,751	–	–	0.02%	192
2024 Q2	$265K	Sell	2,751 -1,140	-29%	-$113K	0.02%	194
2024 Q1	$383K	Sell	3,891 -2,000	-34%	-$196K	0.02%	163
2023 Q4	$652K	Hold	5,891	–	–	0.04%	148
2023 Q3	$617K	Sell	5,891 -475	-7%	-$56K	0.05%	139
2023 Q2	$778K	Hold	6,366	–	–	0.06%	137
2023 Q1	$774K	Sell	6,366 -140	-2%	-$16.4K	0.06%	142
2022 Q4	$721K	Hold	6,506	–	–	0.06%	140
2022 Q3	$738K	Sell	6,506 -165	-2%	-$21.6K	0.06%	144
2022 Q2	$833K	Sell	6,671 -230	-3%	-$29.6K	0.06%	143
2022 Q1	$1M	Hold	6,901	–	–	0.07%	122
2021 Q4	$1.1M	Sell	6,901 -705	-9%	-$116K	0.08%	123
2021 Q3	$1.13M	Buy	7,606 +360	+5%	+$56.7K	0.09%	116
2021 Q2	$1.17M	Sell	7,246 -100	-1%	-$15.1K	0.1%	118
2021 Q1	$1.15M	Buy	7,346 +50	+0.7%	+$8.58K	0.11%	119
2020 Q4	$1.21M	Hold	7,296	–	–	0.15%	112
2020 Q3	$802K	Hold	7,296	–	–	0.16%	94
2020 Q2	$596K	Sell	7,296 -860	-11%	-$62.5K	0.13%	101
2020 Q1	$492K	Buy	8,156 +200	+3%	+$14.9K	0.13%	104
2019 Q4	$603K	Buy	7,956 +500	+7%	+$34.2K	0.12%	102
2019 Q3	$477K	Sell	7,456 -60	-0.8%	-$3.88K	0.1%	115
2019 Q2	$487K	Hold	7,516	–	–	0.09%	115
2019 Q1	$467K	Hold	7,516	–	–	0.09%	116
2018 Q4	$410K	Sell	7,516 -500	-6%	-$28.1K	0.06%	148
2018 Q3	$467K	Sell	8,016 -500	-6%	-$29.8K	0.06%	148
2018 Q2	$498K	Buy	8,516 +971	+13%	+$59.2K	0.07%	138
2018 Q1	$456K	Buy	7,545 +62	+0.8%	+$3.85K	0.06%	140
2017 Q4	$458K	Buy	7,483 +500	+7%	+$30.3K	0.06%	144
2017 Q3	$420K	Buy	6,983 +2,260	+48%	+$134K	0.06%	151
2017 Q2	$283K	Sell	4,723 -115	-2%	-$6.66K	0.04%	160
2017 Q1	$267K	Buy	4,838 +400	+9%	+$21.4K	0.04%	162
2016 Q4	$224K	Hold	4,438	–	–	0.03%	168
2016 Q3	$237K	Buy	+4,438	New	+$232K	0.04%	161

Other funds holding SMOG

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Osborne Partners Capital Management's SMOG Position: Q1 2026 in Review

Osborne Partners Capital Management held its VanEck Low Carbon Energy ETF (SMOG) position steady in Q1 2026 at 1,956 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #178.

Osborne Partners Capital Management first reported a position in SMOG in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.21M in Q4 2020. 58 funds tracked by Wall St. Rank hold SMOG as of Q1 2026.

Osborne Partners Capital Management held 1,956 shares of VanEck Low Carbon Energy ETF worth $271K as of Q1 2026.
Osborne Partners Capital Management left its VanEck Low Carbon Energy ETF share count unchanged in Q1 2026.
VanEck Low Carbon Energy ETF made up 0.01% of Osborne Partners Capital Management's portfolio in Q1 2026, its #178 holding.
Osborne Partners Capital Management first reported a position in VanEck Low Carbon Energy ETF in Q3 2016 and has held it in 39 quarters since.
Osborne Partners Capital Management's VanEck Low Carbon Energy ETF position peaked at $1.21M in Q4 2020.
58 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.