EWA
BCPC

EverSource Wealth Advisors’s Balchem Corp BCPC Stock Holding History

EverSource Wealth Advisors’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 		$56.6K Sell
334
-8
-2% -$1.36K ﹤0.01% 1796
2025
Q4 		$52.4K Buy
342
+178
+109% +$27.2K ﹤0.01% 1715
2025
Q3 		$24.6K Sell
164
-61
-27% -$9.61K ﹤0.01% 2211
2025
Q2 		$35.8K Buy
225
+168
+295% +$27.2K ﹤0.01% 1850
2025
Q1 		$9.46K Buy
57
+11
+24% +$1.8K ﹤0.01% 2141
2024
Q4 		$7.5K Buy
46
+31
+207% +$5.38K ﹤0.01% 2151
2024
Q3 		$2.64K Buy
15
+2
+15% +$341 ﹤0.01% 2447
2024
Q2 		$2.31K Hold
13
– – ﹤0.01% 2502
2024
Q1 		$1.84K Sell
13
-50
-79% -$7.41K ﹤0.01% 2414
2023
Q4 		$9.37K Buy
+63
New +$8.05K ﹤0.01% 1577

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T 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

EverSource Wealth Advisors's BCPC Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Balchem Corp (BCPC) stake by 2.3% in Q1 2026, selling an estimated $1.36K and leaving 334 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

EverSource Wealth Advisors first reported a position in BCPC in Q4 2023 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • EverSource Wealth Advisors held 334 shares of Balchem Corp worth $56.6K as of Q1 2026.
  • EverSource Wealth Advisors sold 8 Balchem Corp shares in Q1 2026, an estimated $1.36K.
  • Balchem Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1796 holding.
  • EverSource Wealth Advisors first reported a position in Balchem Corp in Q4 2023 and has held it in 10 quarters since.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.