DiNuzzo Private Wealth’s Balchem Corp BCPC Stock Holding History

DiNuzzo 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	$845	Hold	5	–	–	﹤0.01%	953
2026 Q1	$848	Hold	5	–	–	﹤0.01%	922
2025 Q4	$767	Hold	5	–	–	﹤0.01%	955
2025 Q3	$811	Hold	5	–	–	﹤0.01%	945
2025 Q2	$796	Hold	5	–	–	﹤0.01%	930
2025 Q1	$830	Hold	5	–	–	﹤0.01%	888
2024 Q4	$815	Hold	5	–	–	﹤0.01%	916
2024 Q3	$880	Hold	5	–	–	﹤0.01%	905
2024 Q2	$770	Buy	5 +1	+25%	+$151	﹤0.01%	888
2024 Q1	$620	Hold	4	–	–	﹤0.01%	902
2023 Q4	$595	Buy	+4	New	+$511	﹤0.01%	915

Other funds holding BCPC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return