Rise Advisors’s Innospec IOSP Stock Holding History

Rise Advisors’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	-103	Closed	-$7.95K	–	742
2025 Q3	$7.95K	Hold	103	–	–	﹤0.01%	1086
2025 Q2	$8.66K	Hold	103	–	–	﹤0.01%	1056
2025 Q1	$9.76K	Buy	+103	New	+$10.9K	﹤0.01%	987

Other funds holding IOSP

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

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Rise Advisors's IOSP Position: Q4 2025 in Review

Rise Advisors sold out of Innospec (IOSP) in Q4 2025, closing a stake of 103 shares — an estimated $7.95K sold.

Rise Advisors first reported a position in IOSP in Q1 2025 and held it in 3 quarters. The position peaked at $9.76K in Q1 2025. 260 funds tracked by Wall St. Rank hold IOSP as of Q4 2025.

Rise Advisors reported no remaining Innospec position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 103 Innospec shares in Q4 2025, an estimated $7.95K.
Rise Advisors first reported a position in Innospec in Q1 2025 and held it in 3 quarters.
Rise Advisors's Innospec position peaked at $9.76K in Q1 2025.
260 funds tracked by Wall St. Rank held Innospec as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.