BWP
BCPC

Baldwin Wealth Partners’s Balchem Corp BCPC Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,770
Closed -$266K – 252
2025
Q3 		$266K Sell
1,770
-11
-0.6% -$1.73K 0.02% 203
2025
Q2 		$284K Sell
1,781
-133
-7% -$21.6K 0.02% 187
2025
Q1 		$318K Sell
1,914
-423
-18% -$69.4K 0.02% 173
2024
Q4 		$381K Sell
2,337
-2,956
-56% -$513K 0.03% 172
2024
Q3 		$932K Buy
5,293
+1,844
+53% +$314K 0.06% 128
2024
Q2 		$531K Sell
3,449
-705
-17% -$106K 0.04% 137
2024
Q1 		$644K Sell
4,154
-152
-4% -$22.5K 0.05% 130
2023
Q4 		$641K Sell
4,306
-3,516
-45% -$449K 0.05% 127
2023
Q3 		$970K Sell
7,822
-175
-2% -$23.3K 0.08% 112
2023
Q2 		$1.08M Sell
7,997
-90
-1% -$11.6K 0.09% 107
2023
Q1 		$1.02M Buy
8,087
+1
+0% +$129 0.09% 112
2022
Q4 		$987K Buy
+8,086
New +$1.07M 0.09% 113

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T 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 $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return