MIM
BCPC

Morningstar Investment Management’s Balchem Corp BCPC Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-10,059
Closed -$1.51M – 486
2025
Q3 		$1.51M Buy
+10,059
New +$1.58M 0.06% 294

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morningstar Investment Management's BCPC Position: Q4 2025 in Review

Morningstar Investment Management sold out of Balchem Corp (BCPC) in Q4 2025, closing a stake of 10,059 shares — an estimated $1.51M sold.

Morningstar Investment Management first reported a position in BCPC in Q3 2025 and held it in 1 quarter. The position peaked at $1.51M in Q3 2025. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

  • Morningstar Investment Management reported no remaining Balchem Corp position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 10,059 Balchem Corp shares in Q4 2025, an estimated $1.51M.
  • Morningstar Investment Management first reported a position in Balchem Corp in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Balchem Corp position peaked at $1.51M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.