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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
Q2 		$414K Buy
2,449
+8
+0.3% +$1.33K ﹤0.01% 835
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 $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

Foundations Investment Advisors's BCPC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Balchem Corp (BCPC) stake by 0.33% in Q2 2026, buying an estimated $1.33K and bringing the position to 2,449 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Foundations Investment Advisors first reported a position in BCPC in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Foundations Investment Advisors held 2,449 shares of Balchem Corp worth $414K as of Q2 2026.
  • Foundations Investment Advisors bought 8 Balchem Corp shares in Q2 2026, an estimated $1.33K.
  • Balchem Corp made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #835 holding.
  • Foundations Investment Advisors first reported a position in Balchem Corp in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.