PCA
BCPC

Prosperity Capital Advisors’s Balchem Corp BCPC Stock Holding History

Prosperity Capital 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
2025
Q4 		– Sell
-2,400
Closed -$360K – 463
2025
Q3 		$360K Buy
+2,400
New +$378K 0.02% 320
2025
Q2 		– Sell
-2,400
Closed -$401K – 402
2025
Q1 		$401K Hold
2,400
– – 0.03% 257
2024
Q4 		$391K Hold
2,400
– – 0.03% 248
2024
Q3 		$422K Hold
2,400
– – 0.04% 239
2024
Q2 		$369K Sell
2,400
-2,400
-50% -$361K 0.04% 227
2024
Q1 		$744K Buy
4,800
+2,400
+100% +$356K 0.09% 172
2023
Q4 		$357K Buy
+2,400
New +$307K 0.04% 179

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prosperity Capital Advisors's BCPC Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of Balchem Corp (BCPC) in Q4 2025, closing a stake of 2,400 shares — an estimated $360K sold.

Prosperity Capital Advisors first reported a position in BCPC in Q4 2023 and held it in 7 quarters. The position peaked at $744K in Q1 2024. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Balchem Corp position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 2,400 Balchem Corp shares in Q4 2025, an estimated $360K.
  • Prosperity Capital Advisors first reported a position in Balchem Corp in Q4 2023 and held it in 7 quarters.
  • Prosperity Capital Advisors's Balchem Corp position peaked at $744K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.