Corient Private Wealth
BCPC

Corient Private Wealth’s Balchem Corp BCPC Stock Holding History

Corient Private Wealth’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 		$3.93M Buy
23,246
+16,841
+263% +$2.8M 0.01% 1004
2026
Q1 		$1.09M Sell
6,405
-103,921
-94% -$17.6M ﹤0.01% 1618
2025
Q4 		$17M Sell
110,326
-136,731
-55% -$20.9M 0.02% 436
2025
Q3 		$37.1M Sell
247,057
-3,788
-2% -$597K 0.06% 279
2025
Q2 		$39.9M Sell
250,845
-2,945
-1% -$478K 0.05% 264
2025
Q1 		$42.1M Sell
253,790
-402
-0.2% -$65.9K 0.07% 251
2024
Q4 		$41.4M Sell
254,192
-1,800
-0.7% -$312K 0.07% 255
2024
Q3 		$45.1M Sell
255,992
-1,227
-0.5% -$209K 0.07% 255
2024
Q2 		$39.6M Buy
257,219
+1,605
+0.6% +$242K 0.07% 261
2024
Q1 		$39.6M Sell
255,614
-7,057
-3% -$1.05M 0.07% 267
2023
Q4 		$39.1M Buy
262,671
+257,174
+4,678% +$32.9M 0.07% 261
2023
Q3 		$682K Buy
5,497
+2,543
+86% +$338K ﹤0.01% 1332
2023
Q2 		$398K Buy
2,954
+75
+3% +$9.64K ﹤0.01% 1565
2023
Q1 		$364K Buy
+2,879
New +$372K ﹤0.01% 1512

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

Corient Private Wealth's BCPC Position: Q2 2026 in Review

Corient Private Wealth increased its Balchem Corp (BCPC) stake by 263% in Q2 2026, buying an estimated $2.8M and bringing the position to 23,246 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #1004.

Corient Private Wealth first reported a position in BCPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $45.1M in Q3 2024. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Corient Private Wealth held 23,246 shares of Balchem Corp worth $3.93M as of Q2 2026.
  • Corient Private Wealth bought 16,841 Balchem Corp shares in Q2 2026, an estimated $2.8M.
  • Balchem Corp made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1004 holding.
  • Corient Private Wealth first reported a position in Balchem Corp in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Balchem Corp position peaked at $45.1M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.