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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
Q3 		$12.3K Hold
129
– – ﹤0.01% 994
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

True Wealth Design's IOSP Position: Q3 2026 in Review

True Wealth Design held its Innospec (IOSP) position steady in Q3 2026 at 129 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

True Wealth Design first reported a position in IOSP in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold IOSP as of Q3 2026.

  • True Wealth Design held 129 shares of Innospec worth $12.3K as of Q3 2026.
  • True Wealth Design left its Innospec share count unchanged in Q3 2026.
  • Innospec made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #994 holding.
  • True Wealth Design first reported a position in Innospec in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Innospec as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.