Stephens Consulting’s Balchem Corp BCPC Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-2	Closed	-$319	–	1224
2025 Q2	$319	Sell	2 -3	-60%	-$486	﹤0.01%	998
2025 Q1	$830	Buy	+5	New	+$820	﹤0.01%	736

Other funds holding BCPC

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

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

CCA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Consulting's BCPC Position: Q3 2025 in Review

Stephens Consulting sold out of Balchem Corp (BCPC) in Q3 2025, closing a stake of 2 shares — an estimated $319 sold.

Stephens Consulting first reported a position in BCPC in Q1 2025 and held it in 2 quarters. The position peaked at $830 in Q1 2025. 406 funds tracked by Wall St. Rank hold BCPC as of Q3 2025.

Stephens Consulting reported no remaining Balchem Corp position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 2 Balchem Corp shares in Q3 2025, an estimated $319.
Stephens Consulting first reported a position in Balchem Corp in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Balchem Corp position peaked at $830 in Q1 2025.
406 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.