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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 $5.7T AUM 30.48% 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 $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return