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True Wealth Design’s Innospec IOSP Stock Holding History

True Wealth Design’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 		$10.5K Buy
129
+73
+130% +$5.78K ﹤0.01% 1044
2026
Q1 		$4.09K Buy
56
+18
+47% +$1.4K ﹤0.01% 1277
2025
Q4 		$2.91K Sell
38
-39
-51% -$2.94K ﹤0.01% 1308
2025
Q3 		$5.94K Buy
77
+18
+31% +$1.5K ﹤0.01% 1014
2025
Q2 		$4.96K Buy
+59
New +$5.17K ﹤0.01% 805

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

True Wealth Design's IOSP Position: Q2 2026 in Review

True Wealth Design increased its Innospec (IOSP) stake by 130% in Q2 2026, buying an estimated $5.78K and bringing the position to 129 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

True Wealth Design first reported a position in IOSP in Q2 2025 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold IOSP as of Q2 2026.

  • True Wealth Design held 129 shares of Innospec worth $10.5K as of Q2 2026.
  • True Wealth Design bought 73 Innospec shares in Q2 2026, an estimated $5.78K.
  • Innospec made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1044 holding.
  • True Wealth Design first reported a position in Innospec in Q2 2025 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held Innospec as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.