Carson Wealth (CWM LLC)
IOSP icon

Carson Wealth (CWM LLC)’s Innospec IOSP Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.05M Buy
14,328
+3,876
+37% +$302K ﹤0.01% 1510
2025
Q4 		$800K Buy
10,452
+280
+3% +$21.1K ﹤0.01% 1633
2025
Q3 		$785K Buy
10,172
+4,680
+85% +$391K ﹤0.01% 1538
2025
Q2 		$462K Buy
5,492
+4,860
+769% +$425K ﹤0.01% 1630
2025
Q1 		$60K Buy
632
+38
+6% +$4.02K ﹤0.01% 2823
2024
Q4 		$65K Buy
594
+243
+69% +$27.8K ﹤0.01% 2597
2024
Q3 		$40K Sell
351
-284
-45% -$33.1K ﹤0.01% 2868
2024
Q2 		$78K Buy
635
+448
+240% +$56.1K ﹤0.01% 2154
2024
Q1 		$24K Sell
187
-46
-20% -$5.59K ﹤0.01% 2776
2023
Q4 		$29K Sell
233
-57
-20% -$6.07K ﹤0.01% 2538
2023
Q3 		$30K Buy
290
+66
+29% +$6.9K ﹤0.01% 2410
2023
Q2 		$23K Buy
224
+8
+4% +$801 ﹤0.01% 2540
2023
Q1 		$22K Sell
216
-78
-27% -$8.39K ﹤0.01% 2431
2022
Q4 		$30K Buy
294
+97
+49% +$9.85K ﹤0.01% 2080
2022
Q3 		$17K Buy
197
+56
+40% +$5.29K ﹤0.01% 2331
2022
Q2 		$14K Buy
141
+63
+81% +$6.12K ﹤0.01% 2367
2022
Q1 		$7K Buy
78
+11
+16% +$1.04K ﹤0.01% 2685
2021
Q4 		$6K Buy
+67
New +$5.92K ﹤0.01% 2644

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IOSP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Innospec (IOSP) stake by 37% in Q1 2026, buying an estimated $302K and bringing the position to 14,328 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Carson Wealth (CWM LLC) first reported a position in IOSP in Q4 2021 and has held it in 18 quarters since. 266 funds tracked by Wall St. Rank hold IOSP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,328 shares of Innospec worth $1.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,876 Innospec shares in Q1 2026, an estimated $302K.
  • Innospec made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1510 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innospec in Q4 2021 and has held it in 18 quarters since.
  • 266 funds tracked by Wall St. Rank held Innospec as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.