Moran Wealth Management
IOSP icon

Moran Wealth Management’s Innospec IOSP Stock Holding History

Moran Wealth 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
2026
Q3 		$2.25M Sell
23,557
-82
-0.3% -$7.4K 0.06% 301
2026
Q2 		$1.92M Sell
23,639
-3,392
-13% -$268K 0.05% 332
2026
Q1 		$1.97M Sell
27,031
-15,004
-36% -$1.17M 0.06% 310
2025
Q4 		$3.22M Sell
42,035
-2,322
-5% -$175K 0.1% 246
2025
Q3 		$3.42M Buy
44,357
+1,754
+4% +$146K 0.1% 232
2025
Q2 		$3.58M Sell
42,603
-2,422
-5% -$212K 0.11% 229
2025
Q1 		$4.27M Sell
45,025
-3,139
-7% -$332K 0.14% 197
2024
Q4 		$5.3M Buy
48,164
+552
+1% +$63.2K 0.17% 160
2024
Q3 		$5.38M Buy
47,612
+545
+1% +$63.4K 0.17% 165
2024
Q2 		$5.82M Sell
47,067
-49
-0.1% -$6.13K 0.19% 155
2024
Q1 		$6.08M Buy
47,116
+247
+0.5% +$30K 0.2% 147
2023
Q4 		$5.78M Buy
46,869
+484
+1% +$51.5K 0.21% 146
2023
Q3 		$4.74M Buy
46,385
+376
+0.8% +$39.3K 0.18% 153
2023
Q2 		$4.62M Buy
46,009
+334
+0.7% +$33.4K 0.17% 163
2023
Q1 		$4.69M Buy
45,675
+4,150
+10% +$447K 0.18% 160
2022
Q4 		$4.27M Buy
+41,525
New +$4.22M 0.16% 168

Other funds holding IOSP

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Moran Wealth Management's IOSP Position: Q3 2026 in Review

Moran Wealth Management reduced its Innospec (IOSP) stake by 0.35% in Q3 2026, selling an estimated $7.4K and leaving 23,557 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #301.

Moran Wealth Management first reported a position in IOSP in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.08M in Q1 2024. 41 funds tracked by Wall St. Rank hold IOSP as of Q3 2026.

  • Moran Wealth Management held 23,557 shares of Innospec worth $2.25M as of Q3 2026.
  • Moran Wealth Management sold 82 Innospec shares in Q3 2026, an estimated $7.4K.
  • Innospec made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #301 holding.
  • Moran Wealth Management first reported a position in Innospec in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Innospec position peaked at $6.08M in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Innospec as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.