TWD
BCPC

True Wealth Design’s Balchem Corp BCPC Stock Holding History

True Wealth Design’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 		$3.55K Hold
21
– – ﹤0.01% 1466
2026
Q1 		$3.56K Sell
21
-12
-36% -$2.04K ﹤0.01% 1337
2025
Q4 		$5.06K Buy
33
+10
+43% +$1.53K ﹤0.01% 1079
2025
Q3 		$3.45K Buy
23
+16
+229% +$2.52K ﹤0.01% 1239
2025
Q2 		$1.11K Buy
7
+6
+600% +$973 ﹤0.01% 1425
2025
Q1 		$166 Buy
+1
New +$164 ﹤0.01% 2023

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 $3.37T AUM 44.26% 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

True Wealth Design's BCPC Position: Q2 2026 in Review

True Wealth Design held its Balchem Corp (BCPC) position steady in Q2 2026 at 21 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

True Wealth Design first reported a position in BCPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.06K in Q4 2025. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • True Wealth Design held 21 shares of Balchem Corp worth $3.55K as of Q2 2026.
  • True Wealth Design left its Balchem Corp share count unchanged in Q2 2026.
  • Balchem Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1466 holding.
  • True Wealth Design first reported a position in Balchem Corp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Balchem Corp position peaked at $5.06K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.