MYIA
BCPC

Mount Yale Investment Advisors’s Balchem Corp BCPC Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-425
Closed -$67.7K – 1681
2025
Q2 		$67.7K Buy
+425
New +$68.9K 0.01% 733

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's BCPC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Balchem Corp (BCPC) in Q3 2025, closing a stake of 425 shares — an estimated $67.7K sold.

Mount Yale Investment Advisors first reported a position in BCPC in Q2 2025 and held it in 1 quarter. The position peaked at $67.7K in Q2 2025. 406 funds tracked by Wall St. Rank hold BCPC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Balchem Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 425 Balchem Corp shares in Q3 2025, an estimated $67.7K.
  • Mount Yale Investment Advisors first reported a position in Balchem Corp in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Balchem Corp position peaked at $67.7K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.