FIA
BCPC

Foundations Investment Advisors’s Balchem Corp BCPC Stock Holding History

Foundations Investment 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 		$414K Sell
2,441
-19
-0.8% -$3.23K 0.01% 776
2025
Q4 		$377K Buy
+2,460
New +$375K ﹤0.01% 811

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

Foundations Investment Advisors's BCPC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Balchem Corp (BCPC) stake by 0.77% in Q1 2026, selling an estimated $3.23K and leaving 2,441 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #776.

Foundations Investment Advisors first reported a position in BCPC in Q4 2025 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Foundations Investment Advisors held 2,441 shares of Balchem Corp worth $414K as of Q1 2026.
  • Foundations Investment Advisors sold 19 Balchem Corp shares in Q1 2026, an estimated $3.23K.
  • Balchem Corp made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #776 holding.
  • Foundations Investment Advisors first reported a position in Balchem Corp in Q4 2025 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.