AAS
BCPC

Avantax Advisory Services’s Balchem Corp BCPC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.21M Buy
7,609
+10
+0.1% +$1.62K 0.01% 1047
2025
Q1 		$1.26M Sell
7,599
-816
-10% -$134K 0.01% 971
2024
Q4 		$1.37M Buy
8,415
+248
+3% +$43K 0.01% 899
2024
Q3 		$1.44M Sell
8,167
-84
-1% -$14.3K 0.01% 835
2024
Q2 		$1.27M Buy
+8,251
New +$1.24M 0.01% 863

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's BCPC Position: Q2 2025 in Review

Avantax Advisory Services increased its Balchem Corp (BCPC) stake by 0.13% in Q2 2025, buying an estimated $1.62K and bringing the position to 7,609 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1047.

Avantax Advisory Services first reported a position in BCPC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2024. 396 funds tracked by Wall St. Rank hold BCPC as of Q2 2025.

  • Avantax Advisory Services held 7,609 shares of Balchem Corp worth $1.21M as of Q2 2025.
  • Avantax Advisory Services bought 10 Balchem Corp shares in Q2 2025, an estimated $1.62K.
  • Balchem Corp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1047 holding.
  • Avantax Advisory Services first reported a position in Balchem Corp in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Balchem Corp position peaked at $1.44M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.