Sequoia Financial Advisors’s Balchem Corp BCPC Stock Holding History

Sequoia Financial 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
2026 Q2	$283K	Sell	1,674 -50	-3%	-$8.3K	﹤0.01%	1713
2026 Q1	$292K	Sell	1,724 -358	-17%	-$60.8K	﹤0.01%	1587
2025 Q4	$319K	Buy	2,082 +518	+33%	+$79.1K	﹤0.01%	1528
2025 Q3	$235K	Buy	1,564 +101	+7%	+$15.9K	﹤0.01%	1532
2025 Q2	$233K	Buy	+1,463	New	+$237K	﹤0.01%	1408
2023 Q4	–	Sell	-2,334	Closed	-$290K	–	1243
2023 Q3	$290K	Buy	2,334 +63	+3%	+$8.38K	0.01%	706
2023 Q2	$306K	Buy	2,271 +508	+29%	+$65.3K	0.01%	689
2023 Q1	$223K	Buy	+1,763	New	+$228K	0.01%	732

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sequoia Financial Advisors's BCPC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Balchem Corp (BCPC) stake by 2.9% in Q2 2026, selling an estimated $8.3K and leaving 1,674 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Sequoia Financial Advisors first reported a position in BCPC in Q1 2023 and has held it in 8 quarters since. The position peaked at $319K in Q4 2025. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

Sequoia Financial Advisors held 1,674 shares of Balchem Corp worth $283K as of Q2 2026.
Sequoia Financial Advisors sold 50 Balchem Corp shares in Q2 2026, an estimated $8.3K.
Balchem Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1713 holding.
Sequoia Financial Advisors first reported a position in Balchem Corp in Q1 2023 and has held it in 8 quarters since.
Sequoia Financial Advisors's Balchem Corp position peaked at $319K in Q4 2025.
416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.