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Pinnacle Wealth Planning Services’s Innospec IOSP Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$58.9K Buy
724
+17
+2% +$1.34K 0.01% 1159
2026
Q1 		$51.6K Buy
707
+461
+187% +$35.9K 0.01% 1186
2025
Q4 		$18.8K Buy
+246
New +$18.6K ﹤0.01% 1745
2021
Q1 		– Sell
-48
Closed -$5K – 1123
2020
Q4 		$5K Buy
+48
New +$3.72K ﹤0.01% 1659

Other funds holding IOSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's IOSP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Innospec (IOSP) stake by 2.4% in Q2 2026, buying an estimated $1.34K and bringing the position to 724 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #1159.

Pinnacle Wealth Planning Services first reported a position in IOSP in Q4 2020 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 724 shares of Innospec worth $58.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 Innospec shares in Q2 2026, an estimated $1.34K.
  • Innospec made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1159 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innospec in Q4 2020 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.