MWM
BCPC

Mission Wealth Management’s Balchem Corp BCPC Stock Holding History

Mission Wealth Management’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
-1,497
Closed -$254K – 1090
2026
Q1 		$254K Sell
1,497
-1
-0.1% -$170 0.01% 650
2025
Q4 		$230K Hold
1,498
– – ﹤0.01% 662
2025
Q3 		$225K Sell
1,498
-2
-0.1% -$315 ﹤0.01% 653
2025
Q2 		$239K Buy
1,500
+4
+0.3% +$649 0.01% 620
2025
Q1 		$248K Hold
1,496
– – 0.01% 593
2024
Q4 		$244K Hold
1,496
– – 0.01% 583
2024
Q3 		$263K Hold
1,496
– – 0.01% 569
2024
Q2 		$230K Hold
1,496
– – 0.01% 587
2024
Q1 		$232K Hold
1,496
– – 0.01% 606
2023
Q4 		$223K Buy
+1,496
New +$191K 0.01% 526
2023
Q3 		– Sell
-1,496
Closed -$202K – 583
2023
Q2 		$202K Buy
+1,496
New +$192K 0.01% 523

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

Mission Wealth Management's BCPC Position: Q2 2026 in Review

Mission Wealth Management sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 1,497 shares — an estimated $254K sold.

Mission Wealth Management first reported a position in BCPC in Q2 2023 and held it in 11 quarters. The position peaked at $263K in Q3 2024. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Mission Wealth Management reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 1,497 Balchem Corp shares in Q2 2026, an estimated $254K.
  • Mission Wealth Management first reported a position in Balchem Corp in Q2 2023 and held it in 11 quarters.
  • Mission Wealth Management's Balchem Corp position peaked at $263K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.