PWMG
BCPC

Private Wealth Management Group’s Balchem Corp BCPC Stock Holding History

Private Wealth Management 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
Q1 		$2.03K Hold
12
– – ﹤0.01% 1082
2025
Q4 		$1.84K Hold
12
– – ﹤0.01% 1110
2025
Q3 		$1.8K Hold
12
– – ﹤0.01% 1139
2025
Q2 		$1.91K Hold
12
– – ﹤0.01% 1096
2025
Q1 		$1.99K Hold
12
– – ﹤0.01% 1058
2024
Q4 		$1.96K Hold
12
– – ﹤0.01% 1091
2024
Q3 		$2.11K Hold
12
– – ﹤0.01% 1042
2024
Q2 		$1.85K Hold
12
– – ﹤0.01% 1079
2024
Q1 		$1.86K Hold
12
– – ﹤0.01% 1006
2023
Q4 		$1.78K Buy
+12
New +$1.53K ﹤0.01% 1030

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return