PWG
BCPC

Portside Wealth Group’s Balchem Corp BCPC Stock Holding History

Portside Wealth 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 		$493K Buy
2,916
+162
+6% +$26.9K 0.06% 307
2026
Q1 		$467K Buy
2,754
+181
+7% +$30.7K 0.06% 269
2025
Q4 		$395K Buy
2,573
+281
+12% +$42.9K 0.05% 305
2025
Q3 		$344K Buy
2,292
+308
+16% +$48.5K 0.05% 338
2025
Q2 		$316K Sell
1,984
-14
-0.7% -$2.27K 0.05% 340
2025
Q1 		$332K Buy
1,998
+198
+11% +$32.5K 0.05% 304
2024
Q4 		$293K Buy
1,800
+249
+16% +$43.2K 0.05% 334
2024
Q3 		$273K Buy
1,551
+172
+12% +$29.3K 0.05% 324
2024
Q2 		$212K Buy
+1,379
New +$208K 0.04% 332

Other funds holding BCPC

WA
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
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return