Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Balchem Corp BCPC Stock Holding History

Envestnet Portfolio Solutions’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 		$307K Sell
1,820
-49
-3% -$8.14K ﹤0.01% 1180
2026
Q1 		$317K Sell
1,869
-1,203
-39% -$204K ﹤0.01% 1090
2025
Q4 		$471K Buy
3,072
+199
+7% +$30.4K ﹤0.01% 1087
2025
Q3 		$431K Sell
2,873
-83
-3% -$13.1K ﹤0.01% 1086
2025
Q2 		$471K Sell
2,956
-39
-1% -$6.32K ﹤0.01% 1116
2025
Q1 		$497K Sell
2,995
-1,407
-32% -$231K ﹤0.01% 1053
2024
Q4 		$717K Buy
4,402
+263
+6% +$45.6K ﹤0.01% 1069
2024
Q3 		$728K Buy
4,139
+213
+5% +$36.3K ﹤0.01% 1023
2024
Q2 		$604K Buy
3,926
+59
+2% +$8.88K ﹤0.01% 1056
2024
Q1 		$599K Buy
3,867
+104
+3% +$15.4K ﹤0.01% 1037
2023
Q4 		$560K Buy
3,763
+14
+0.4% +$1.79K ﹤0.01% 1000
2023
Q3 		$465K Buy
+3,749
New +$498K ﹤0.01% 1018

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's BCPC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Balchem Corp (BCPC) stake by 2.6% in Q2 2026, selling an estimated $8.14K and leaving 1,820 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Envestnet Portfolio Solutions first reported a position in BCPC in Q3 2023 and has held it in 12 quarters since. The position peaked at $728K in Q3 2024. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,820 shares of Balchem Corp worth $307K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 49 Balchem Corp shares in Q2 2026, an estimated $8.14K.
  • Balchem Corp made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1180 holding.
  • Envestnet Portfolio Solutions first reported a position in Balchem Corp in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Balchem Corp position peaked at $728K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.