SPIA
BCPC

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's BCPC Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Balchem Corp (BCPC) position steady in Q1 2026 at 2,240 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Steward Partners Investment Advisory first reported a position in BCPC in Q3 2018 and has held it in 10 quarters since. The position peaked at $394K in Q3 2024. 422 funds tracked by Wall St. Rank hold BCPC as of Q1 2026.

  • Steward Partners Investment Advisory held 2,240 shares of Balchem Corp worth $380K as of Q1 2026.
  • Steward Partners Investment Advisory left its Balchem Corp share count unchanged in Q1 2026.
  • Balchem Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1667 holding.
  • Steward Partners Investment Advisory first reported a position in Balchem Corp in Q3 2018 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Balchem Corp position peaked at $394K in Q3 2024.
  • 422 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.