EP
BCPC

Edgestream Partners’s Balchem Corp BCPC Stock Holding History

Edgestream Partners’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 		– Sell
-17,979
Closed -$2.76M – 1159
2025
Q4 		$2.76M Sell
17,979
-29,197
-62% -$4.46M 0.08% 447
2025
Q3 		$7.08M Sell
47,176
-24,456
-34% -$3.85M 0.21% 151
2025
Q2 		$11.4M Buy
71,632
+42,987
+150% +$6.97M 0.32% 45
2025
Q1 		$4.76M Sell
28,645
-17,170
-37% -$2.82M 0.16% 239
2024
Q4 		$7.47M Buy
45,815
+36,706
+403% +$6.37M 0.32% 50
2024
Q3 		$1.6M Sell
9,109
-8,139
-47% -$1.39M 0.07% 463
2024
Q2 		$2.66M Buy
+17,248
New +$2.6M 0.13% 258
2023
Q4 		– Sell
-17,135
Closed -$2.13M – 1107
2023
Q3 		$2.13M Sell
17,135
-9,390
-35% -$1.25M 0.17% 178
2023
Q2 		$3.58M Buy
+26,525
New +$3.41M 0.32% 51

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T 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