PWM
BCPC

Parkworth Wealth Management’s Balchem Corp BCPC Stock Holding History

Parkworth 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
2025
Q2 		$159 Hold
1
– – ﹤0.01% 1010
2025
Q1 		$166 Hold
1
– – ﹤0.01% 778
2024
Q4 		$163 Buy
+1
New +$174 ﹤0.01% 828

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's BCPC Position: Q2 2025 in Review

Parkworth Wealth Management held its Balchem Corp (BCPC) position steady in Q2 2025 at 1 share worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Parkworth Wealth Management first reported a position in BCPC in Q4 2024 and has held it in 3 quarters since. The position peaked at $166 in Q1 2025. 396 funds tracked by Wall St. Rank hold BCPC as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Balchem Corp worth $159 as of Q2 2025.
  • Parkworth Wealth Management left its Balchem Corp share count unchanged in Q2 2025.
  • Balchem Corp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1010 holding.
  • Parkworth Wealth Management first reported a position in Balchem Corp in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Balchem Corp position peaked at $166 in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.