MSWA
BCPC

Marshall & Sterling Wealth Advisors’s Balchem Corp BCPC Stock Holding History

Marshall & Sterling 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 		$570K Hold
3,375
– – 0.34% 58
2026
Q1 		$572K Hold
3,375
– – 0.37% 49
2025
Q4 		$518K Sell
3,375
-1
-0% -$153 0.34% 54
2025
Q3 		$506K Hold
3,376
– – 0.32% 58
2025
Q2 		$537K Buy
3,376
+1
+0% +$162 0.36% 53
2025
Q1 		$560K Sell
3,375
-126
-4% -$20.7K 0.38% 52
2024
Q4 		$570K Buy
+3,501
New +$608K 0.39% 48

Other funds holding BCPC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BCPC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Balchem Corp (BCPC) position steady in Q2 2026 at 3,375 shares worth $570K. The position accounts for 0.34% of the portfolio, ranked #58.

Marshall & Sterling Wealth Advisors first reported a position in BCPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $572K in Q1 2026. 57 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 3,375 shares of Balchem Corp worth $570K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up 0.34% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Balchem Corp in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Balchem Corp position peaked at $572K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.