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 Q2	$2.03K	Hold	12	–	–	﹤0.01%	1162
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Private Wealth Management Group's BCPC Position: Q2 2026 in Review

Private Wealth Management Group 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 #1162.

Private Wealth Management Group first reported a position in BCPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11K in Q3 2024. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

Private Wealth Management Group held 12 shares of Balchem Corp worth $2.03K as of Q2 2026.
Private Wealth Management Group left its Balchem Corp share count unchanged in Q2 2026.
Balchem Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1162 holding.
Private Wealth Management Group first reported a position in Balchem Corp in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Balchem Corp position peaked at $2.11K in Q3 2024.
417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.