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Heritage Family Offices’s Balchem Corp BCPC Stock Holding History

Heritage Family Offices’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 		– Sell
-1,252
Closed -$212K – 258
2026
Q1 		$212K Sell
1,252
-334
-21% -$56.7K 0.09% 183
2025
Q4 		$243K Hold
1,586
– – 0.11% 165
2025
Q3 		$238K Buy
1,586
+82
+5% +$12.9K 0.11% 168
2025
Q2 		$246K Hold
1,504
– – 0.12% 151
2025
Q1 		$250K Buy
1,504
+84
+6% +$13.8K 0.13% 148
2024
Q4 		$231K Buy
1,420
+109
+8% +$18.9K 0.12% 168
2024
Q3 		$231K Sell
1,311
-26
-2% -$4.43K 0.12% 161
2024
Q2 		$206K Buy
+1,337
New +$201K 0.11% 161

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

Heritage Family Offices's BCPC Position: Q2 2026 in Review

Heritage Family Offices sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 1,252 shares — an estimated $212K sold.

Heritage Family Offices first reported a position in BCPC in Q2 2024 and held it in 8 quarters. The position peaked at $250K in Q1 2025. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Heritage Family Offices reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,252 Balchem Corp shares in Q2 2026, an estimated $212K.
  • Heritage Family Offices first reported a position in Balchem Corp in Q2 2024 and held it in 8 quarters.
  • Heritage Family Offices's Balchem Corp position peaked at $250K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.