Global Retirement Partners’s Balchem Corp BCPC Stock Holding History

Global Retirement Partners’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
2025 Q4	$154K	Buy	1,006 +964	+2,295%	+$147K	﹤0.01%	1635
2025 Q3	$6.31K	Buy	42 +5	+14%	+$788	﹤0.01%	2879
2025 Q2	$5.91K	Buy	+37	New	+$6K	﹤0.01%	2836
2024 Q4	$6.05K	Sell	37 -20	-35%	-$3.47K	﹤0.01%	2606
2024 Q3	$10K	Sell	57 -41	-42%	-$6.98K	﹤0.01%	2297
2024 Q2	$15.1K	Buy	98 +81	+476%	+$12.2K	﹤0.01%	2129
2024 Q1	$2.65K	Hold	17	–	–	﹤0.01%	2640
2023 Q4	$2.35K	Hold	17	–	–	﹤0.01%	2616
2023 Q3	$2.11K	Hold	17	–	–	﹤0.01%	2519
2023 Q2	$2.3K	Sell	17 -3	-15%	-$386	﹤0.01%	2498
2023 Q1	$2.62K	Sell	20 -7	-26%	-$905	﹤0.01%	2404
2022 Q4	$3.3K	Hold	27	–	–	﹤0.01%	2174
2022 Q3	$4K	Buy	27 +4	+17%	+$521	﹤0.01%	2050
2022 Q2	$3K	Buy	23 +11	+92%	+$1.38K	﹤0.01%	2126
2022 Q1	$1K	Buy	+12	New	+$1.72K	﹤0.01%	2572
2018 Q2	–	Sell	-32	Closed	-$3K	–	1584
2018 Q1	$3K	Hold	32	–	–	﹤0.01%	1296
2017 Q4	$3K	Buy	+32	New	+$2.66K	﹤0.01%	1260

Other funds holding BCPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Retirement Partners's BCPC Position: Q4 2025 in Review

Global Retirement Partners increased its Balchem Corp (BCPC) stake by 2,295% in Q4 2025, buying an estimated $147K and bringing the position to 1,006 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Global Retirement Partners first reported a position in BCPC in Q4 2017 and has held it in 17 quarters since. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

Global Retirement Partners held 1,006 shares of Balchem Corp worth $154K as of Q4 2025.
Global Retirement Partners bought 964 Balchem Corp shares in Q4 2025, an estimated $147K.
Balchem Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1635 holding.
Global Retirement Partners first reported a position in Balchem Corp in Q4 2017 and has held it in 17 quarters since.
409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.