RA
BCPC

Rise Advisors’s Balchem Corp BCPC Stock Holding History

Rise 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
-59
Closed -$8.93K – 1521
2025
Q3 		$8.93K Hold
59
– – ﹤0.01% 1044
2025
Q2 		$9.47K Hold
59
– – ﹤0.01% 1025
2025
Q1 		$9.88K Sell
59
-31
-34% -$5.08K ﹤0.01% 978
2024
Q4 		$14.7K Hold
90
– – 0.01% 835
2024
Q3 		$15.8K Hold
90
– – 0.01% 838
2024
Q2 		$13.9K Hold
90
– – 0.01% 872
2024
Q1 		$13.9K Buy
+90
New +$13.3K 0.01% 896

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $1.61T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rise Advisors's BCPC Position: Q4 2025 in Review

Rise Advisors sold out of Balchem Corp (BCPC) in Q4 2025, closing a stake of 59 shares — an estimated $8.93K sold.

Rise Advisors first reported a position in BCPC in Q1 2024 and held it in 7 quarters. The position peaked at $15.8K in Q3 2024. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

  • Rise Advisors reported no remaining Balchem Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 59 Balchem Corp shares in Q4 2025, an estimated $8.93K.
  • Rise Advisors first reported a position in Balchem Corp in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Balchem Corp position peaked at $15.8K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.