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Cornerstone Planning Group’s Innospec IOSP Stock Holding History

Cornerstone Planning Group’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
-8
Closed -$634 – 1866
2025
Q4 		$634 Buy
+8
New +$604 ﹤0.01% 1467
2025
Q1 		– Sell
-4
Closed -$459 – 1619
2024
Q4 		$459 Hold
4
– – ﹤0.01% 1170
2024
Q3 		$437 Buy
+4
New +$466 ﹤0.01% 1115

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

Cornerstone Planning Group's IOSP Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Innospec (IOSP) in Q1 2026, closing a stake of 8 shares — an estimated $634 sold.

Cornerstone Planning Group first reported a position in IOSP in Q3 2024 and held it in 3 quarters. The position peaked at $634 in Q4 2025. 266 funds tracked by Wall St. Rank hold IOSP as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Innospec position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Innospec shares in Q1 2026, an estimated $634.
  • Cornerstone Planning Group first reported a position in Innospec in Q3 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Innospec position peaked at $634 in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Innospec as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.