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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
Q2 		$60.7K Buy
746
+28
+4% +$2.22K ﹤0.01% 1648
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
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EverSource Wealth Advisors's IOSP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Innospec (IOSP) stake by 3.9% in Q2 2026, buying an estimated $2.22K and bringing the position to 746 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

EverSource Wealth Advisors first reported a position in IOSP in Q4 2021 and has held it in 19 quarters since. 282 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

  • EverSource Wealth Advisors held 746 shares of Innospec worth $60.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 28 Innospec shares in Q2 2026, an estimated $2.22K.
  • Innospec made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1648 holding.
  • EverSource Wealth Advisors first reported a position in Innospec in Q4 2021 and has held it in 19 quarters since.
  • 282 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.