SAG
BCPC

SageView Advisory Group’s Balchem Corp BCPC Stock Holding History

SageView Advisory 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 		$589K Sell
3,486
-249
-7% -$41.4K 0.02% 333
2026
Q1 		$633K Sell
3,735
-209
-5% -$35.5K 0.02% 305
2025
Q4 		$605K Buy
3,944
+1
+0% +$153 0.02% 330
2025
Q3 		$592K Buy
3,943
+56
+1% +$8.82K 0.02% 350
2025
Q2 		$586K Hold
3,887
– – 0.02% 340
2025
Q1 		$645K Sell
3,887
-548
-12% -$89.9K 0.03% 291
2024
Q4 		$723K Sell
4,435
-218
-5% -$37.8K 0.03% 273
2024
Q3 		$819K Buy
4,653
+169
+4% +$28.8K 0.04% 225
2024
Q2 		$690K Sell
4,484
-441
-9% -$66.4K 0.03% 285
2024
Q1 		$763K Buy
4,925
+562
+13% +$83.3K 0.04% 239
2023
Q4 		$624K Sell
4,363
-451
-9% -$57.6K 0.03% 345
2023
Q3 		$597K Buy
4,814
+98
+2% +$13K 0.03% 304
2023
Q2 		$636K Buy
4,716
+198
+4% +$25.5K 0.04% 307
2023
Q1 		$571K Buy
4,518
+57
+1% +$7.37K 0.04% 286
2022
Q4 		$545K Buy
+4,461
New +$589K 0.04% 229

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SageView Advisory Group's BCPC Position: Q2 2026 in Review

SageView Advisory Group reduced its Balchem Corp (BCPC) stake by 6.7% in Q2 2026, selling an estimated $41.4K and leaving 3,486 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #333.

SageView Advisory Group first reported a position in BCPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $819K in Q3 2024. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • SageView Advisory Group held 3,486 shares of Balchem Corp worth $589K as of Q2 2026.
  • SageView Advisory Group sold 249 Balchem Corp shares in Q2 2026, an estimated $41.4K.
  • Balchem Corp made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #333 holding.
  • SageView Advisory Group first reported a position in Balchem Corp in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Balchem Corp position peaked at $819K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.