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SHP Wealth Management’s Balchem Corp BCPC Stock Holding History

SHP Wealth 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 		$6.59K Hold
39
– – ﹤0.01% 1095
2026
Q1 		$6.61K Hold
39
– – ﹤0.01% 1002
2025
Q4 		$5.98K Buy
+39
New +$5.95K ﹤0.01% 944

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

SHP Wealth Management's BCPC Position: Q2 2026 in Review

SHP Wealth Management held its Balchem Corp (BCPC) position steady in Q2 2026 at 39 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

SHP Wealth Management first reported a position in BCPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.61K in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • SHP Wealth Management held 39 shares of Balchem Corp worth $6.59K as of Q2 2026.
  • SHP Wealth Management left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1095 holding.
  • SHP Wealth Management first reported a position in Balchem Corp in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Balchem Corp position peaked at $6.61K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.