Wealth Enhancement Advisory Services
BCPC

Wealth Enhancement Advisory Services’s Balchem Corp BCPC Stock Holding History

Wealth Enhancement Advisory Services’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 		$641K Buy
3,955
+151
+4% +$25.1K ﹤0.01% 2457
2026
Q1 		$648K Buy
3,804
+593
+18% +$101K ﹤0.01% 2127
2025
Q4 		$501K Buy
3,211
+867
+37% +$132K ﹤0.01% 2482
2025
Q3 		$331K Buy
+2,344
New +$369K ﹤0.01% 2701

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

Wealth Enhancement Advisory Services's BCPC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Balchem Corp (BCPC) stake by 4% in Q2 2026, buying an estimated $25.1K and bringing the position to 3,955 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Wealth Enhancement Advisory Services first reported a position in BCPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $648K in Q1 2026. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,955 shares of Balchem Corp worth $641K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 151 Balchem Corp shares in Q2 2026, an estimated $25.1K.
  • Balchem Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2457 holding.
  • Wealth Enhancement Advisory Services first reported a position in Balchem Corp in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Balchem Corp position peaked at $648K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.