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
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SageView Advisory Group's BCPC Position: Q4 2025 in Review

SageView Advisory Group increased its Balchem Corp (BCPC) stake by 0.03% in Q4 2025, buying an estimated $153 and bringing the position to 3,944 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #330.

SageView Advisory Group first reported a position in BCPC in Q4 2022 and has held it in 13 quarters since. The position peaked at $819K in Q3 2024. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

SageView Advisory Group held 3,944 shares of Balchem Corp worth $605K as of Q4 2025.
SageView Advisory Group bought 1 Balchem Corp share in Q4 2025, an estimated $153.
Balchem Corp made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #330 holding.
SageView Advisory Group first reported a position in Balchem Corp in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Balchem Corp position peaked at $819K in Q3 2024.
409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.