RFP
IOSP icon

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
Q2 		– Sell
-164
Closed -$12K – 1779
2026
Q1 		$12K Buy
164
+125
+321% +$9.73K ﹤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

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

Root Financial Partners's IOSP Position: Q2 2026 in Review

Root Financial Partners sold out of Innospec (IOSP) in Q2 2026, closing a stake of 164 shares — an estimated $12K sold.

Root Financial Partners first reported a position in IOSP in Q3 2025 and held it in 3 quarters. The position peaked at $12K in Q1 2026. 281 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

  • Root Financial Partners reported no remaining Innospec position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 164 Innospec shares in Q2 2026, an estimated $12K.
  • Root Financial Partners first reported a position in Innospec in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Innospec position peaked at $12K in Q1 2026.
  • 281 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.