CWC
BCPC

Carolinas Wealth Consulting’s Balchem Corp BCPC Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-11
Closed -$1.8K – 1010
2025
Q1 		$1.8K Buy
11
+3
+38% +$492 ﹤0.01% 827
2024
Q4 		$1.18K Buy
8
+3
+60% +$521 ﹤0.01% 919
2024
Q3 		$743 Sell
5
-202
-98% -$34.4K ﹤0.01% 968
2024
Q2 		$31.8K Sell
207
-33
-14% -$4.97K 0.01% 424
2024
Q1 		$37.2K Buy
240
+4
+2% +$593 0.01% 419
2023
Q4 		$35.3K Hold
236
– – 0.01% 382
2023
Q3 		$27.4K Sell
236
-41
-15% -$5.45K 0.01% 386
2023
Q2 		$37.4K Hold
277
– – 0.01% 392
2023
Q1 		$35K Hold
277
– – 0.01% 411
2022
Q4 		$34K Buy
277
+3
+1% +$396 0.01% 406
2022
Q3 		$33K Hold
274
– – 0.01% 386
2022
Q2 		$36K Hold
274
– – 0.01% 371
2022
Q1 		$37K Sell
274
-210
-43% -$30.1K 0.01% 398
2021
Q4 		$82K Buy
484
+274
+130% +$44K 0.02% 287
2021
Q3 		$30K Hold
210
– – 0.01% 414
2021
Q2 		$28K Hold
210
– – 0.01% 451
2021
Q1 		$26K Sell
210
-700
-77% -$85K 0.01% 471
2020
Q4 		$105K Hold
910
– – 0.03% 229
2020
Q3 		$89K Buy
+910
New +$89.2K 0.03% 211

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 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

Carolinas Wealth Consulting's BCPC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Balchem Corp (BCPC) in Q2 2025, closing a stake of 11 shares — an estimated $1.8K sold.

Carolinas Wealth Consulting first reported a position in BCPC in Q3 2020 and held it in 19 quarters. The position peaked at $105K in Q4 2020. 396 funds tracked by Wall St. Rank hold BCPC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Balchem Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11 Balchem Corp shares in Q2 2025, an estimated $1.8K.
  • Carolinas Wealth Consulting first reported a position in Balchem Corp in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Balchem Corp position peaked at $105K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.