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Essential Partners’s Innospec IOSP Stock Holding History

Essential Partners’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
Q3 		$25.7K Buy
270
+18
+7% +$1.62K 0.01% 829
2026
Q2 		$20.5K Buy
252
+12
+5% +$950 0.01% 894
2026
Q1 		$17.5K Sell
240
-237
-50% -$18.5K 0.01% 981
2025
Q4 		$36.5K Sell
477
-424
-47% -$32K 0.01% 695
2025
Q3 		$69.5K Buy
901
+799
+783% +$66.7K 0.02% 522
2025
Q2 		$8.58K Buy
+102
New +$8.93K ﹤0.01% 888

Other funds holding IOSP

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's IOSP Position: Q3 2026 in Review

Essential Partners increased its Innospec (IOSP) stake by 7.1% in Q3 2026, buying an estimated $1.62K and bringing the position to 270 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #829.

Essential Partners first reported a position in IOSP in Q2 2025 and has held it in 6 quarters since. The position peaked at $69.5K in Q3 2025. 16 funds tracked by Wall St. Rank hold IOSP as of Q3 2026.

  • Essential Partners held 270 shares of Innospec worth $25.7K as of Q3 2026.
  • Essential Partners bought 18 Innospec shares in Q3 2026, an estimated $1.62K.
  • Innospec made up 0.01% of Essential Partners's portfolio in Q3 2026, its #829 holding.
  • Essential Partners first reported a position in Innospec in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Innospec position peaked at $69.5K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Innospec as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.