AWM
BCPC

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 – 1598
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Abound Wealth Management's BCPC Position: Q2 2026 in Review

Abound Wealth Management sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 1 share — an estimated $170 sold.

Abound Wealth Management first reported a position in BCPC in Q2 2023 and held it in 12 quarters. The position peaked at $809 in Q2 2023. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Abound Wealth Management reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1 Balchem Corp share in Q2 2026, an estimated $170.
  • Abound Wealth Management first reported a position in Balchem Corp in Q2 2023 and held it in 12 quarters.
  • Abound Wealth Management's Balchem Corp position peaked at $809 in Q2 2023.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.