Creative Planning
BCPC

Creative Planning’s Balchem Corp BCPC Stock Holding History

Creative Planning’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 		$6.73M Buy
39,711
+13,386
+51% +$2.27M ﹤0.01% 969
2025
Q4 		$4.04M Buy
26,325
+10,971
+71% +$1.67M ﹤0.01% 1162
2025
Q3 		$2.3M Buy
15,354
+4,604
+43% +$725K ﹤0.01% 1436
2025
Q2 		$1.71M Sell
10,750
-1,090
-9% -$177K ﹤0.01% 1447
2025
Q1 		$1.97M Buy
11,840
+1,007
+9% +$165K ﹤0.01% 1187
2024
Q4 		$1.77M Buy
10,833
+1,056
+11% +$183K ﹤0.01% 1218
2024
Q3 		$1.72M Buy
9,777
+2,449
+33% +$417K ﹤0.01% 1164
2024
Q2 		$1.13M Sell
7,328
-69
-0.9% -$10.4K ﹤0.01% 1323
2024
Q1 		$1.15M Buy
7,397
+2,819
+62% +$418K ﹤0.01% 1248
2023
Q4 		$681K Buy
4,578
+1,982
+76% +$253K ﹤0.01% 1486
2023
Q3 		$322K Buy
2,596
+266
+11% +$35.4K ﹤0.01% 1876
2023
Q2 		$314K Buy
2,330
+327
+16% +$42K ﹤0.01% 1877
2023
Q1 		$253K Buy
+2,003
New +$259K ﹤0.01% 1944
2017
Q3 		– Sell
-636
Closed -$49K – 3803
2017
Q2 		$49K Hold
636
– – ﹤0.01% 2529
2017
Q1 		$52K Sell
636
-300
-32% -$25.2K ﹤0.01% 2453
2016
Q4 		$79K Hold
936
– – ﹤0.01% 2030
2016
Q3 		$73K Sell
936
-10,264
-92% -$682K ﹤0.01% 2076
2016
Q2 		$668K Buy
11,200
+35
+0.3% +$2.14K ﹤0.01% 658
2016
Q1 		$692K Buy
11,165
+46
+0.4% +$2.76K 0.01% 622
2015
Q4 		$676K Hold
11,119
– – 0.01% 632
2015
Q3 		$676K Buy
+11,119
New +$644K 0.01% 619
2015
Q2 		– Sell
-495
Closed -$27K – 3112
2015
Q1 		$27K Sell
495
-31
-6% -$1.77K ﹤0.01% 2489
2014
Q4 		$35K Sell
526
-237
-31% -$14.8K ﹤0.01% 2248
2014
Q3 		$43K Buy
763
+64
+9% +$3.41K ﹤0.01% 2028
2014
Q2 		$37K Buy
699
+36
+5% +$2.06K ﹤0.01% 2093
2014
Q1 		$35K Buy
663
+300
+83% +$16.1K ﹤0.01% 2038
2013
Q4 		$21K Buy
363
+168
+86% +$9.49K ﹤0.01% 2165
2013
Q3 		$10K Buy
+195
New +$9.62K ﹤0.01% 2478

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

Creative Planning's BCPC Position: Q1 2026 in Review

Creative Planning increased its Balchem Corp (BCPC) stake by 51% in Q1 2026, buying an estimated $2.27M and bringing the position to 39,711 shares worth $6.73M. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Creative Planning first reported a position in BCPC in Q3 2013 and has held it in 28 quarters since. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Creative Planning held 39,711 shares of Balchem Corp worth $6.73M as of Q1 2026.
  • Creative Planning bought 13,386 Balchem Corp shares in Q1 2026, an estimated $2.27M.
  • Balchem Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #969 holding.
  • Creative Planning first reported a position in Balchem Corp in Q3 2013 and has held it in 28 quarters since.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.