MWPCG
BCPC

Measured Wealth Private Client Group’s Balchem Corp BCPC Stock Holding History

Measured Wealth Private Client Group’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 		$33.5K Buy
198
+38
+24% +$6.31K 0.01% 387
2026
Q1 		$27.1K Sell
160
-48
-23% -$8.15K 0.01% 401
2025
Q4 		$31.9K Buy
208
+26
+14% +$3.97K 0.01% 376
2025
Q3 		$27.3K Buy
+182
New +$28.7K 0.01% 409

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 $3.37T AUM 44.26% 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

Measured Wealth Private Client Group's BCPC Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Balchem Corp (BCPC) stake by 24% in Q2 2026, buying an estimated $6.31K and bringing the position to 198 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #387.

Measured Wealth Private Client Group first reported a position in BCPC in Q3 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Measured Wealth Private Client Group held 198 shares of Balchem Corp worth $33.5K as of Q2 2026.
  • Measured Wealth Private Client Group bought 38 Balchem Corp shares in Q2 2026, an estimated $6.31K.
  • Balchem Corp made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #387 holding.
  • Measured Wealth Private Client Group first reported a position in Balchem Corp in Q3 2025 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.