EverSource Wealth Advisors’s Innospec IOSP Stock Holding History

EverSource 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 Q1	$52.4K	Buy	718 +35	+5%	+$2.73K	﹤0.01%	1841
2025 Q4	$52.3K	Buy	683 +90	+15%	+$6.8K	﹤0.01%	1719
2025 Q3	$45.8K	Buy	593 +64	+12%	+$5.34K	﹤0.01%	1776
2025 Q2	$44.5K	Buy	529 +487	+1,160%	+$42.6K	﹤0.01%	1698
2025 Q1	$3.98K	Buy	42 +7	+20%	+$741	﹤0.01%	2604
2024 Q4	$3.85K	Sell	35 -45	-56%	-$5.15K	﹤0.01%	2455
2024 Q3	$9.05K	Sell	80 -46	-37%	-$5.36K	﹤0.01%	1924
2024 Q2	$16.5K	Buy	126 +38	+43%	+$4.76K	﹤0.01%	1600
2024 Q1	$10.6K	Buy	88 +71	+418%	+$8.62K	﹤0.01%	1665
2023 Q4	$2.1K	Buy	17 +9	+113%	+$958	﹤0.01%	2150
2023 Q3	$818	Sell	8 -13	-62%	-$1.36K	﹤0.01%	2296
2023 Q2	$2.11K	Hold	21	–	–	﹤0.01%	2008
2023 Q1	$2.16K	Sell	21 -56	-73%	-$6.03K	﹤0.01%	1917
2022 Q4	$7.92K	Sell	77 -89	-54%	-$9.04K	﹤0.01%	1418
2022 Q3	$14K	Sell	166 -8	-5%	-$756	﹤0.01%	1021
2022 Q2	$17K	Buy	174 +1	+0.6%	+$97	﹤0.01%	874
2022 Q1	$16K	Buy	173 +7	+4%	+$663	﹤0.01%	794
2021 Q4	$15K	Buy	+166	New	+$14.7K	﹤0.01%	800

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