JFS Wealth Advisors’s Innospec IOSP Stock Holding History

JFS 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	$1.87K	Buy	23 +5	+28%	+$396	﹤0.01%	1625
2026 Q1	$1.31K	Buy	18 +13	+260%	+$1.01K	﹤0.01%	1614
2025 Q4	$383	Sell	5 -3	-38%	-$227	﹤0.01%	1830
2025 Q3	$618	Buy	8 +5	+167%	+$417	﹤0.01%	1724
2025 Q2	$253	Sell	3 -17	-85%	-$1.49K	﹤0.01%	1770
2025 Q1	$1.9K	Sell	20 -2	-9%	-$212	﹤0.01%	1490
2024 Q4	$2.42K	Hold	22	–	–	﹤0.01%	1396
2024 Q3	$2.49K	Buy	22 +1	+5%	+$116	﹤0.01%	1396
2024 Q2	$2.6K	Hold	21	–	–	﹤0.01%	1339
2024 Q1	$2.71K	Hold	21	–	–	﹤0.01%	1332
2023 Q4	$2.59K	Buy	21 +1	+5%	+$106	﹤0.01%	1322
2023 Q3	$2.04K	Buy	20 +1	+5%	+$104	﹤0.01%	1354
2023 Q2	$1.91K	Sell	19 -3	-14%	-$300	﹤0.01%	1398
2023 Q1	$2.26K	Buy	22 +2	+10%	+$215	﹤0.01%	1312
2022 Q4	$2.06K	Hold	20	–	–	﹤0.01%	1358
2022 Q3	$2K	Sell	20 -8	-29%	-$756	﹤0.01%	1338
2022 Q2	$3K	Buy	28 +11	+65%	+$1.07K	﹤0.01%	1192
2022 Q1	$2K	Buy	17 +10	+143%	+$947	﹤0.01%	1431
2021 Q4	$1K	Buy	+7	New	+$618	﹤0.01%	1411

Other funds holding IOSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

JFS Wealth Advisors increased its Innospec (IOSP) stake by 28% in Q2 2026, buying an estimated $396 and bringing the position to 23 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

JFS Wealth Advisors first reported a position in IOSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3K in Q2 2022. 282 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

JFS Wealth Advisors held 23 shares of Innospec worth $1.87K as of Q2 2026.
JFS Wealth Advisors bought 5 Innospec shares in Q2 2026, an estimated $396.
Innospec made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1625 holding.
JFS Wealth Advisors first reported a position in Innospec in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Innospec position peaked at $3K in Q2 2022.
282 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.