NewSquare Capital’s Innospec IOSP Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-10	Closed	-$841	–	691
2025 Q2	$841	Buy	+10	New	+$875	﹤0.01%	1076
2025 Q1	–	Sell	-15	Closed	-$1.65K	–	1200
2024 Q4	$1.65K	Buy	+15	New	+$1.72K	﹤0.01%	579

Other funds holding IOSP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

NewSquare Capital's IOSP Position: Q3 2025 in Review

NewSquare Capital sold out of Innospec (IOSP) in Q3 2025, closing a stake of 10 shares — an estimated $841 sold.

NewSquare Capital first reported a position in IOSP in Q4 2024 and held it in 2 quarters. The position peaked at $1.65K in Q4 2024. 266 funds tracked by Wall St. Rank hold IOSP as of Q3 2025.

NewSquare Capital reported no remaining Innospec position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 10 Innospec shares in Q3 2025, an estimated $841.
NewSquare Capital first reported a position in Innospec in Q4 2024 and held it in 2 quarters.
NewSquare Capital's Innospec position peaked at $1.65K in Q4 2024.
266 funds tracked by Wall St. Rank held Innospec as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.