SageView Advisory Group’s Innospec IOSP Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-40	Closed	-$3.06K	–	1474
2025 Q4	$3.06K	Buy	+40	New	+$3.02K	﹤0.01%	2114

Other funds holding IOSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's IOSP Position: Q1 2026 in Review

SageView Advisory Group sold out of Innospec (IOSP) in Q1 2026, closing a stake of 40 shares — an estimated $3.06K sold.

SageView Advisory Group first reported a position in IOSP in Q4 2025 and held it in 1 quarter. The position peaked at $3.06K in Q4 2025. 266 funds tracked by Wall St. Rank hold IOSP as of Q1 2026.

SageView Advisory Group reported no remaining Innospec position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 40 Innospec shares in Q1 2026, an estimated $3.06K.
SageView Advisory Group first reported a position in Innospec in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Innospec position peaked at $3.06K in Q4 2025.
266 funds tracked by Wall St. Rank held Innospec as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.