Physician Wealth Advisors’s Balchem Corp BCPC Stock Holding History

Physician Wealth 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
2026 Q2	$2.03K	Hold	12	–	–	﹤0.01%	1499
2026 Q1	$2.03K	Hold	12	–	–	﹤0.01%	1347
2025 Q4	$1.84K	Buy	12 +3	+33%	+$458	﹤0.01%	1325
2025 Q3	$1.35K	Hold	9	–	–	﹤0.01%	1407
2025 Q2	$1.43K	Hold	9	–	–	﹤0.01%	1188
2025 Q1	$1.49K	Hold	9	–	–	﹤0.01%	934
2024 Q4	$1.47K	Buy	+9	New	+$1.56K	﹤0.01%	881

Other funds holding BCPC

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's BCPC Position: Q2 2026 in Review

Physician Wealth Advisors held its Balchem Corp (BCPC) position steady in Q2 2026 at 12 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Physician Wealth Advisors first reported a position in BCPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03K in Q1 2026. 58 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

Physician Wealth Advisors held 12 shares of Balchem Corp worth $2.03K as of Q2 2026.
Physician Wealth Advisors left its Balchem Corp share count unchanged in Q2 2026.
Balchem Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1499 holding.
Physician Wealth Advisors first reported a position in Balchem Corp in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Balchem Corp position peaked at $2.03K in Q1 2026.
58 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

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