Abound Wealth Management’s Balchem Corp BCPC Stock Holding History

Abound Wealth Management’s Portfolio BCPC Stock Details BCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$170	–	1601
2026 Q1	$170	Hold	1	–	–	﹤0.01%	1291
2025 Q4	$154	Hold	1	–	–	﹤0.01%	1283
2025 Q3	$151	Hold	1	–	–	﹤0.01%	1220
2025 Q2	$160	Hold	1	–	–	﹤0.01%	1122
2025 Q1	$166	Hold	1	–	–	﹤0.01%	1059
2024 Q4	$163	Sell	1 -2	-67%	-$347	﹤0.01%	1150
2024 Q3	$528	Sell	3 -1	-25%	-$170	﹤0.01%	864
2024 Q2	$616	Hold	4	–	–	﹤0.01%	776
2024 Q1	$620	Hold	4	–	–	﹤0.01%	834
2023 Q4	$595	Sell	4 -2	-33%	-$256	﹤0.01%	880
2023 Q3	$745	Hold	6	–	–	﹤0.01%	746
2023 Q2	$809	Buy	+6	New	+$772	﹤0.01%	764

Other funds holding BCPC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return