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Legacy Wealth Asset Management’s Innospec IOSP Stock Holding History

Legacy Wealth Asset Management’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
Q4 		– Sell
-4,063
Closed -$314K – 371
2025
Q3 		$314K Sell
4,063
-89
-2% -$7.43K 0.08% 311
2025
Q2 		$349K Sell
4,152
-598
-13% -$52.4K 0.09% 295
2025
Q1 		$450K Sell
4,750
-660
-12% -$69.8K 0.12% 252
2024
Q4 		$595K Sell
5,410
-110
-2% -$12.6K 0.16% 202
2024
Q3 		$624K Sell
5,520
-31
-0.6% -$3.61K 0.17% 200
2024
Q2 		$686K Buy
5,551
+59
+1% +$7.38K 0.19% 147
2024
Q1 		$708K Buy
5,492
+31
+0.6% +$3.77K 0.2% 153
2023
Q4 		$673K Buy
5,461
+41
+0.8% +$4.36K 0.22% 151
2023
Q3 		$554K Buy
5,420
+2,845
+110% +$297K 0.2% 169
2023
Q2 		$259K Buy
+2,575
New +$258K 0.09% 304

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Legacy Wealth Asset Management's IOSP Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of Innospec (IOSP) in Q4 2025, closing a stake of 4,063 shares — an estimated $314K sold.

Legacy Wealth Asset Management first reported a position in IOSP in Q2 2023 and held it in 10 quarters. The position peaked at $708K in Q1 2024. 260 funds tracked by Wall St. Rank hold IOSP as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining Innospec position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,063 Innospec shares in Q4 2025, an estimated $314K.
  • Legacy Wealth Asset Management first reported a position in Innospec in Q2 2023 and held it in 10 quarters.
  • Legacy Wealth Asset Management's Innospec position peaked at $708K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Innospec as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.