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Global Financial Private Client’s Innospec IOSP Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-3
Closed -$284 – 873
2025
Q1 		$284 Buy
3
+1
+50% +$106 ﹤0.01% 1452
2024
Q4 		$220 Buy
+2
New +$229 ﹤0.01% 1228

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Global Financial Private Client's IOSP Position: Q2 2025 in Review

Global Financial Private Client sold out of Innospec (IOSP) in Q2 2025, closing a stake of 3 shares — an estimated $284 sold.

Global Financial Private Client first reported a position in IOSP in Q4 2024 and held it in 2 quarters. The position peaked at $284 in Q1 2025. 262 funds tracked by Wall St. Rank hold IOSP as of Q2 2025.

  • Global Financial Private Client reported no remaining Innospec position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Innospec shares in Q2 2025, an estimated $284.
  • Global Financial Private Client first reported a position in Innospec in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Innospec position peaked at $284 in Q1 2025.
  • 262 funds tracked by Wall St. Rank held Innospec as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.