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Twin Peaks Wealth Advisors’s Balchem Corp BCPC Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-200
Closed -$33.9K – 2344
2026
Q1 		$33.9K Buy
+200
New +$34K 0.01% 532
2025
Q3 		– Sell
-80
Closed -$12.9K – 2267
2025
Q2 		$12.9K Buy
+80
New +$13K ﹤0.01% 800

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 $3.38T AUM 44.17% 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

Twin Peaks Wealth Advisors's BCPC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Balchem Corp (BCPC) in Q2 2026, closing a stake of 200 shares — an estimated $33.9K sold.

Twin Peaks Wealth Advisors first reported a position in BCPC in Q2 2025 and held it in 2 quarters. The position peaked at $33.9K in Q1 2026. 417 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Balchem Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 200 Balchem Corp shares in Q2 2026, an estimated $33.9K.
  • Twin Peaks Wealth Advisors first reported a position in Balchem Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Balchem Corp position peaked at $33.9K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.