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

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

Portside Wealth Group's BCPC Position: Q2 2026 in Review

Portside Wealth Group increased its Balchem Corp (BCPC) stake by 5.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 2,916 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #307.

Portside Wealth Group first reported a position in BCPC in Q2 2024 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Portside Wealth Group held 2,916 shares of Balchem Corp worth $493K as of Q2 2026.
  • Portside Wealth Group bought 162 Balchem Corp shares in Q2 2026, an estimated $26.9K.
  • Balchem Corp made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #307 holding.
  • Portside Wealth Group first reported a position in Balchem Corp in Q2 2024 and has held it in 9 quarters since.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.