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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return