Retirement Wealth Solutions
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Retirement Wealth Solutions’s Balchem Corp BCPC Stock Holding History

Retirement Wealth Solutions’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
Q3 		$11.7K Buy
71
+2
+3% +$340 0.01% 246
2026
Q2 		$11.6K Sell
69
-7
-9% -$1.16K 0.01% 210
2026
Q1 		$12.9K Buy
76
+13
+21% +$2.21K 0.01% 185
2025
Q4 		$9.6K Hold
63
– – 0.01% 226
2025
Q3 		$9.4K Buy
63
+16
+34% +$2.52K 0.01% 237
2025
Q2 		$7.43K Hold
47
– – 0.01% 262
2025
Q1 		$7.75K Buy
47
+1
+2% +$164 0.01% 252
2024
Q4 		$7.16K Buy
+46
New +$7.98K 0.01% 263

Other funds holding BCPC

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Retirement Wealth Solutions's BCPC Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Balchem Corp (BCPC) stake by 2.9% in Q3 2026, buying an estimated $340 and bringing the position to 71 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #246.

Retirement Wealth Solutions first reported a position in BCPC in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.9K in Q1 2026. 55 funds tracked by Wall St. Rank hold BCPC as of Q3 2026.

  • Retirement Wealth Solutions held 71 shares of Balchem Corp worth $11.7K as of Q3 2026.
  • Retirement Wealth Solutions bought 2 Balchem Corp shares in Q3 2026, an estimated $340.
  • Balchem Corp made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #246 holding.
  • Retirement Wealth Solutions first reported a position in Balchem Corp in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Balchem Corp position peaked at $12.9K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.