Steward Partners Investment Advisory’s Balchem Corp BCPC Stock Holding History

Steward Partners Investment Advisory’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	$1.34M	Buy	7,920 +5,680	+254%	+$943K	0.01%	1120
2026 Q1	$380K	Hold	2,240	–	–	﹤0.01%	1667
2025 Q4	$344K	Sell	2,240 -13	-0.6%	-$1.98K	﹤0.01%	1634
2025 Q3	$338K	Buy	2,253 +13	+0.6%	+$2.05K	﹤0.01%	1590
2025 Q2	$357K	Hold	2,240	–	–	﹤0.01%	1467
2025 Q1	$372K	Hold	2,240	–	–	﹤0.01%	1348
2024 Q4	$365K	Hold	2,240	–	–	﹤0.01%	1306
2024 Q3	$394K	Buy	+2,240	New	+$381K	﹤0.01%	1210
2022 Q4	–	Sell	-28	Closed	-$3K	–	3464
2022 Q3	$3K	Buy	+28	New	+$3.65K	﹤0.01%	2982
2021 Q1	–	Sell	-10	Closed	-$1K	–	3512
2020 Q4	$1K	Buy	+10	New	+$1.05K	﹤0.01%	2830
2018 Q4	–	Sell	-20	Closed	-$2K	–	2235
2018 Q3	$2K	Buy	+20	New	+$2.1K	﹤0.01%	2420

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Steward Partners Investment Advisory's BCPC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Balchem Corp (BCPC) stake by 254% in Q2 2026, buying an estimated $943K and bringing the position to 7,920 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1120.

Steward Partners Investment Advisory first reported a position in BCPC in Q3 2018 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

Steward Partners Investment Advisory held 7,920 shares of Balchem Corp worth $1.34M as of Q2 2026.
Steward Partners Investment Advisory bought 5,680 Balchem Corp shares in Q2 2026, an estimated $943K.
Balchem Corp made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1120 holding.
Steward Partners Investment Advisory first reported a position in Balchem Corp in Q3 2018 and has held it in 11 quarters since.
417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.