Bell & Brown Wealth Advisors’s Innospec IOSP Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio IOSP Stock Details IOSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Sell	2,609 -2,357	-47%	-$187K	0.06%	73
2026 Q1	$363K	Hold	4,966	–	–	0.12%	63
2025 Q4	$380K	Sell	4,966 -1	-0%	-$76	0.12%	62
2025 Q3	$383K	Buy	4,967 +1	+0%	+$83	0.13%	60
2025 Q2	$418K	Sell	4,966 -250	-5%	-$21.9K	0.15%	61
2025 Q1	$494K	Hold	5,216	–	–	0.19%	59
2024 Q4	$574K	Hold	5,216	–	–	0.21%	57
2024 Q3	$590K	Hold	5,216	–	–	0.23%	57
2024 Q2	$645K	Hold	5,216	–	–	0.25%	55
2024 Q1	$673K	Hold	5,216	–	–	0.29%	54
2023 Q4	$643K	Buy	+5,216	New	+$555K	0.3%	55
2023 Q2	$524K	Hold	5,216	–	–	0.26%	55
2023 Q1	$536K	Hold	5,216	–	–	0.29%	53
2022 Q4	$537K	Sell	5,216 -2	-0%	-$203	0.3%	55
2022 Q3	$447K	Hold	5,218	–	–	0.28%	55
2022 Q2	$500K	Buy	5,218 +32	+0.6%	+$3.11K	0.27%	57
2022 Q1	$480K	Hold	5,186	–	–	0.22%	60
2021 Q4	$477K	Buy	5,186 +36	+0.7%	+$3.18K	0.23%	58
2021 Q3	$434K	Buy	+5,150	New	+$459K	0.23%	58
2020 Q3	$348K	Hold	5,091	–	–	0.25%	60
2020 Q2	$378K	Buy	5,091 +33	+0.7%	+$2.41K	0.3%	60
2020 Q1	$362K	Hold	5,058	–	–	0.34%	60
2019 Q4	$527K	Buy	5,058 +27	+0.5%	+$2.58K	0.39%	63
2019 Q3	$438K	Hold	5,031	–	–	0.36%	64
2019 Q2	$459K	Buy	5,031 +31	+0.6%	+$2.61K	0.4%	63
2019 Q1	$417K	Sell	5,000 -2,648	-35%	-$197K	0.38%	66
2018 Q4	$472K	Buy	7,648 +45	+0.6%	+$3.1K	0.51%	60
2018 Q3	$509K	Hold	7,603	–	–	0.47%	66
2018 Q2	$582K	Sell	7,603 -2,457	-24%	-$184K	0.57%	61
2018 Q1	$718K	Hold	10,060	–	–	0.76%	56
2017 Q4	$710K	Buy	+10,060	New	+$670K	0.74%	55

Other funds holding IOSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bell & Brown Wealth Advisors's IOSP Position: Q2 2026 in Review

Bell & Brown Wealth Advisors reduced its Innospec (IOSP) stake by 47% in Q2 2026, selling an estimated $187K and leaving 2,609 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #73.

Bell & Brown Wealth Advisors first reported a position in IOSP in Q4 2017 and has held it in 31 quarters since. The position peaked at $718K in Q1 2018. 282 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

Bell & Brown Wealth Advisors held 2,609 shares of Innospec worth $212K as of Q2 2026.
Bell & Brown Wealth Advisors sold 2,357 Innospec shares in Q2 2026, an estimated $187K.
Innospec made up 0.06% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Bell & Brown Wealth Advisors first reported a position in Innospec in Q4 2017 and has held it in 31 quarters since.
Bell & Brown Wealth Advisors's Innospec position peaked at $718K in Q1 2018.
282 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.