SAM
BCPC

Sagewood Asset Management’s Balchem Corp BCPC Stock Holding History

Sagewood Asset Management’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 		$1.14M Sell
6,765
-1,335
-16% -$222K 0.26% 70
2026
Q1 		$1.37M Hold
8,100
– – 0.43% 38
2025
Q4 		$1.24M Buy
+8,100
New +$1.24M 0.44% 35

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's BCPC Position: Q2 2026 in Review

Sagewood Asset Management reduced its Balchem Corp (BCPC) stake by 16% in Q2 2026, selling an estimated $222K and leaving 6,765 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #70.

Sagewood Asset Management first reported a position in BCPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Sagewood Asset Management held 6,765 shares of Balchem Corp worth $1.14M as of Q2 2026.
  • Sagewood Asset Management sold 1,335 Balchem Corp shares in Q2 2026, an estimated $222K.
  • Balchem Corp made up 0.26% of Sagewood Asset Management's portfolio in Q2 2026, its #70 holding.
  • Sagewood Asset Management first reported a position in Balchem Corp in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Balchem Corp position peaked at $1.37M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.