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 Q2	$39.7K	Sell	235 -99	-30%	-$16.4K	﹤0.01%	1927
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EverSource Wealth Advisors's BCPC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Balchem Corp (BCPC) stake by 30% in Q2 2026, selling an estimated $16.4K and leaving 235 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

EverSource Wealth Advisors first reported a position in BCPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.6K in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

EverSource Wealth Advisors held 235 shares of Balchem Corp worth $39.7K as of Q2 2026.
EverSource Wealth Advisors sold 99 Balchem Corp shares in Q2 2026, an estimated $16.4K.
Balchem Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1927 holding.
EverSource Wealth Advisors first reported a position in Balchem Corp in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Balchem Corp position peaked at $56.6K in Q1 2026.
417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.