NWAG
BCPC

Net Worth Advisory Group’s Balchem Corp BCPC Stock Holding History

Net Worth Advisory 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 		$356K Sell
2,107
-83
-4% -$13.8K 0.09% 239
2026
Q1 		$371K Buy
2,190
+72
+3% +$12.2K 0.08% 255
2025
Q4 		$325K Buy
2,118
+349
+20% +$53.3K 0.07% 293
2025
Q3 		$265K Sell
1,769
-111
-6% -$17.5K 0.08% 330
2025
Q2 		$299K Buy
1,880
+153
+9% +$24.8K 0.07% 310
2025
Q1 		$287K Sell
1,727
-16
-0.9% -$2.62K 0.09% 266
2024
Q4 		$284K Buy
1,743
+17
+1% +$2.95K 0.09% 265
2024
Q3 		$304K Buy
+1,726
New +$294K 0.09% 271

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

Net Worth Advisory Group's BCPC Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Balchem Corp (BCPC) stake by 3.8% in Q2 2026, selling an estimated $13.8K and leaving 2,107 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #239.

Net Worth Advisory Group first reported a position in BCPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $371K in Q1 2026. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Net Worth Advisory Group held 2,107 shares of Balchem Corp worth $356K as of Q2 2026.
  • Net Worth Advisory Group sold 83 Balchem Corp shares in Q2 2026, an estimated $13.8K.
  • Balchem Corp made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #239 holding.
  • Net Worth Advisory Group first reported a position in Balchem Corp in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Balchem Corp position peaked at $371K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.