DWM
BCPC

Dogwood Wealth Management’s Balchem Corp BCPC Stock Holding History

Dogwood 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
2026
Q2 		$5.07K Hold
30
– – ﹤0.01% 513
2026
Q1 		$5.08K Hold
30
– – ﹤0.01% 473
2025
Q4 		$4.6K Buy
30
+19
+173% +$2.9K ﹤0.01% 436
2025
Q3 		$1.65K Sell
11
-68
-86% -$10.7K ﹤0.01% 554
2025
Q2 		$12.9K Buy
+79
New +$12.8K 0.01% 229

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

Dogwood Wealth Management's BCPC Position: Q2 2026 in Review

Dogwood Wealth Management held its Balchem Corp (BCPC) position steady in Q2 2026 at 30 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Dogwood Wealth Management first reported a position in BCPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q2 2025. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Dogwood Wealth Management held 30 shares of Balchem Corp worth $5.07K as of Q2 2026.
  • Dogwood Wealth Management left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #513 holding.
  • Dogwood Wealth Management first reported a position in Balchem Corp in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Balchem Corp position peaked at $12.9K in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.