CCWM
BCPC

Cassaday & Co Wealth Management’s Balchem Corp BCPC Stock Holding History

Cassaday & Co Wealth Management’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 		$76K Hold
450
– – ﹤0.01% 541
2026
Q1 		$76.3K Buy
+450
New +$76.4K ﹤0.01% 523

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

Cassaday & Co Wealth Management's BCPC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Balchem Corp (BCPC) position steady in Q2 2026 at 450 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Cassaday & Co Wealth Management first reported a position in BCPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $76.3K in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Cassaday & Co Wealth Management held 450 shares of Balchem Corp worth $76K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Cassaday & Co Wealth Management first reported a position in Balchem Corp in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Balchem Corp position peaked at $76.3K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.