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Private Wealth Management Group’s Innospec IOSP Stock Holding History

Private Wealth Management Group’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
-20
Closed -$1.54K – 1505
2025
Q3 		$1.54K Sell
20
-23
-53% -$1.92K ﹤0.01% 1185
2025
Q2 		$3.62K Buy
+43
New +$3.76K ﹤0.01% 885

Other funds holding IOSP

BlackRock
BlackRock New York $5.72T 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 $240B 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

Private Wealth Management Group's IOSP Position: Q4 2025 in Review

Private Wealth Management Group sold out of Innospec (IOSP) in Q4 2025, closing a stake of 20 shares — an estimated $1.54K sold.

Private Wealth Management Group first reported a position in IOSP in Q2 2025 and held it in 2 quarters. The position peaked at $3.62K in Q2 2025. 260 funds tracked by Wall St. Rank hold IOSP as of Q4 2025.

  • Private Wealth Management Group reported no remaining Innospec position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 20 Innospec shares in Q4 2025, an estimated $1.54K.
  • Private Wealth Management Group first reported a position in Innospec in Q2 2025 and held it in 2 quarters.
  • Private Wealth Management Group's Innospec position peaked at $3.62K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Innospec as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.