Root Financial Partners
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Root Financial Partners’s Innospec IOSP Stock Holding History

Root Financial Partners’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
Q3 		$29.6K Buy
+311
New +$28.1K ﹤0.01% 1350
2026
Q2 		– Sell
-164
Closed -$12K – 1779
2026
Q1 		$12K Buy
164
+125
+321% +$9.7K ﹤0.01% 1590
2025
Q4 		$2.98K Sell
39
-6
-13% -$453 ﹤0.01% 1903
2025
Q3 		$3.47K Buy
+45
New +$3.76K ﹤0.01% 1844

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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Root Financial Partners's IOSP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Innospec (IOSP) in Q3 2026: 311 shares worth $29.6K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IOSP as recently as Q1 2026.

Root Financial Partners first reported a position in IOSP in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold IOSP as of Q3 2026.

  • Root Financial Partners held 311 shares of Innospec worth $29.6K as of Q3 2026.
  • Innospec was a new Root Financial Partners position in Q3 2026.
  • Innospec made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1350 holding.
  • Root Financial Partners first reported a position in Innospec in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Innospec as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.