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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.36B AUM 17.81% 1-Year Est. Return

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

SHP Wealth Management's BCPC Position: Q1 2026 in Review

SHP Wealth Management held its Balchem Corp (BCPC) position steady in Q1 2026 at 39 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

SHP Wealth Management first reported a position in BCPC in Q4 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

SHP Wealth Management held 39 shares of Balchem Corp worth $6.61K as of Q1 2026.
SHP Wealth Management left its Balchem Corp share count unchanged in Q1 2026.
Balchem Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1002 holding.
SHP Wealth Management first reported a position in Balchem Corp in Q4 2025 and has held it in 2 quarters since.
423 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.