CWM
BCPC

Congress Wealth Management’s Balchem Corp BCPC Stock Holding History

Congress 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
2025
Q2 		$7.87M Sell
49,425
-983
-2% -$159K 0.08% 296
2025
Q1 		$8.37M Sell
50,408
-303
-0.6% -$49.7K 0.1% 236
2024
Q4 		$8.27M Buy
50,711
+2,393
+5% +$415K 0.11% 222
2024
Q3 		$8.5M Buy
48,318
+2,586
+6% +$440K 0.11% 231
2024
Q2 		$7.04M Buy
45,732
+2,445
+6% +$368K 0.11% 213
2024
Q1 		$6.71M Buy
43,287
+2,510
+6% +$372K 0.12% 199
2023
Q4 		$6.07M Buy
40,777
+2,924
+8% +$374K 0.11% 203
2023
Q3 		$4.7M Buy
37,853
+5,876
+18% +$781K 0.1% 220
2023
Q2 		$4.31M Buy
31,977
+304
+1% +$39.1K 0.1% 204
2023
Q1 		$4.01M Buy
31,673
+2,045
+7% +$265K 0.1% 206
2022
Q4 		$3.62M Sell
29,628
-304
-1% -$40.1K 0.09% 209
2022
Q3 		$3.64M Buy
29,932
+122
+0.4% +$15.9K 0.1% 207
2022
Q2 		$3.87M Sell
29,810
-892
-3% -$112K 0.1% 212
2022
Q1 		$4.2M Buy
30,702
+2,046
+7% +$293K 0.09% 226
2021
Q4 		$4.83M Buy
+28,656
New +$4.6M 0.1% 228

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $4.71B AUM 6.32% 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