Envestnet Portfolio Solutions
BCPC

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
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 $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