Empower Advisory Group

Empower Advisory Group’s Balchem Corp BCPC Stock Holding History

Empower Advisory Group’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	$21.9M	Buy	129,177 +5,190	+4%	+$881K	0.06%	136
2025 Q4	$19M	Buy	123,987 +144	+0.1%	+$22K	0.05%	143
2025 Q3	$18.6M	Buy	123,843 +1,846	+2%	+$291K	0.05%	140
2025 Q2	$19.4M	Buy	121,997 +2,940	+2%	+$477K	0.06%	132
2025 Q1	$19.8M	Buy	119,057 +3,189	+3%	+$523K	0.06%	133
2024 Q4	$18.9M	Buy	115,868 +2,441	+2%	+$424K	0.06%	135
2024 Q3	$20M	Buy	113,427 +1,201	+1%	+$205K	0.07%	126
2024 Q2	$17.3M	Sell	112,226 -1,019	-0.9%	-$153K	0.06%	130
2024 Q1	$17.5M	Buy	113,245 +348	+0.3%	+$51.6K	0.07%	131
2023 Q4	$16.8M	Buy	112,897 +2,376	+2%	+$304K	0.07%	136
2023 Q3	$13.7M	Buy	110,521 +2,425	+2%	+$322K	0.06%	138
2023 Q2	$14.6M	Buy	108,096 +583	+0.5%	+$75K	0.06%	141
2023 Q1	$13.7M	Buy	+107,513	New	+$13.9M	0.06%	145

Other funds holding BCPC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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