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
Q1 		$1.09M Sell
6,405
-214,247
-97% -$36.4M ﹤0.01% 1618
2025
Q4 		$34.1M Sell
220,652
-26,405
-11% -$4.03M 0.02% 441
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth's BCPC Position: Q1 2026 in Review

Corient Private Wealth reduced its Balchem Corp (BCPC) stake by 97% in Q1 2026, selling an estimated $36.4M and leaving 6,405 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Corient Private Wealth first reported a position in BCPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $45.1M in Q3 2024. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Corient Private Wealth held 6,405 shares of Balchem Corp worth $1.09M as of Q1 2026.
  • Corient Private Wealth sold 214,247 Balchem Corp shares in Q1 2026, an estimated $36.4M.
  • Balchem Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1618 holding.
  • Corient Private Wealth first reported a position in Balchem Corp in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Balchem Corp position peaked at $45.1M in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.