Bell Investment Advisors’s Innospec IOSP Stock Holding History

Bell Investment 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 Q1	–	Sell	-19	Closed	-$1.46K	–	1905
2025 Q4	$1.46K	Buy	19 +13	+217%	+$982	﹤0.01%	1445
2025 Q3	$463	Buy	+6	New	+$501	﹤0.01%	1794
2025 Q2	–	Sell	-40	Closed	-$3.79K	–	1933
2025 Q1	$3.79K	Buy	40 +5	+14%	+$529	﹤0.01%	1039
2024 Q4	$3.85K	Sell	35 -4	-10%	-$458	﹤0.01%	1054
2024 Q3	$4.41K	Hold	39	–	–	﹤0.01%	1002
2024 Q2	$4.82K	Buy	39 +4	+11%	+$501	﹤0.01%	936
2024 Q1	$4.51K	Sell	35 -6	-15%	-$729	﹤0.01%	980
2023 Q4	$5.05K	Sell	41 -6	-13%	-$639	﹤0.01%	883
2023 Q3	$4.8K	Buy	47 +45	+2,250%	+$4.7K	﹤0.01%	829
2023 Q2	$201	Sell	2 -38	-95%	-$3.81K	﹤0.01%	1906
2023 Q1	$4.11K	Sell	40 -4	-9%	-$430	﹤0.01%	870
2022 Q4	$4.53K	Buy	44 +27	+159%	+$2.74K	﹤0.01%	861
2022 Q3	$1K	Sell	17 -33	-66%	-$3.12K	﹤0.01%	1445
2022 Q2	$5K	Buy	+50	New	+$4.86K	﹤0.01%	703
2021 Q4	$3K	Sell	29 -1	-3%	-$88	﹤0.01%	983
2021 Q3	$3K	Buy	+30	New	+$2.67K	﹤0.01%	925

Other funds holding IOSP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return