Capstone Investment Advisors
BCPC

Capstone Investment Advisors’s Balchem Corp BCPC Stock Holding History

Capstone Investment Advisors’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
-3,599
Closed -$610K – 1951
2026
Q1 		$610K Sell
3,599
-1,157
-24% -$196K ﹤0.01% 1055
2025
Q4 		$729K Buy
4,756
+2,967
+166% +$453K ﹤0.01% 994
2025
Q3 		$268K Buy
+1,789
New +$282K ﹤0.01% 1696

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

Capstone Investment Advisors's BCPC Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 3,599 shares — an estimated $610K sold.

Capstone Investment Advisors first reported a position in BCPC in Q3 2025 and held it in 3 quarters. The position peaked at $729K in Q4 2025. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,599 Balchem Corp shares in Q2 2026, an estimated $610K.
  • Capstone Investment Advisors first reported a position in Balchem Corp in Q3 2025 and held it in 3 quarters.
  • Capstone Investment Advisors's Balchem Corp position peaked at $729K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.