CA
BCPC

Clearstead Advisors’s Balchem Corp BCPC Stock Holding History

Clearstead 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 		$1.86K Buy
+11
New +$1.83K ﹤0.01% 2511
2026
Q1 		– Sell
-29
Closed -$4.45K – 2903
2025
Q4 		$4.45K Sell
29
-17
-37% -$2.6K ﹤0.01% 2041
2025
Q3 		$6.9K Buy
46
+18
+64% +$2.84K ﹤0.01% 2042
2025
Q2 		$4.46K Buy
+28
New +$4.54K ﹤0.01% 2138
2021
Q4 		– Sell
-147
Closed -$21K – 1455
2021
Q3 		$21K Buy
+147
New +$19.9K ﹤0.01% 814

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

Clearstead Advisors's BCPC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Balchem Corp (BCPC) in Q2 2026: 11 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #2511 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BCPC as recently as Q4 2025.

Clearstead Advisors first reported a position in BCPC in Q3 2021 and has held it in 5 quarters since. The position peaked at $21K in Q3 2021. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Clearstead Advisors held 11 shares of Balchem Corp worth $1.86K as of Q2 2026.
  • Balchem Corp was a new Clearstead Advisors position in Q2 2026.
  • Balchem Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2511 holding.
  • Clearstead Advisors first reported a position in Balchem Corp in Q3 2021 and has held it in 5 quarters since.
  • Clearstead Advisors's Balchem Corp position peaked at $21K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.