BWL
BCPC

Bogart Wealth LLC’s Balchem Corp BCPC Stock Holding History

Bogart Wealth LLC’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
Q1 		$6.61K Hold
39
– – ﹤0.01% 992
2025
Q4 		$5.98K Hold
39
– – ﹤0.01% 961
2025
Q3 		$5.85K Hold
39
– – ﹤0.01% 943
2025
Q2 		$6.21K Hold
39
– – ﹤0.01% 890
2025
Q1 		$6.47K Hold
39
– – ﹤0.01% 855
2024
Q4 		$6.36K Hold
39
– – ﹤0.01% 832
2024
Q3 		$6.86K Hold
39
– – ﹤0.01% 768
2024
Q2 		$6K Hold
39
– – ﹤0.01% 750
2024
Q1 		$6.04K Hold
39
– – ﹤0.01% 731
2023
Q4 		$5.8K Hold
39
– – ﹤0.01% 719
2023
Q3 		$4.84K Hold
39
– – ﹤0.01% 721
2023
Q2 		$5.26K Hold
39
– – ﹤0.01% 697
2023
Q1 		$4.93K Buy
+39
New +$5.04K ﹤0.01% 715

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return