WANY
BCPC

Wealthspire Advisors (New York)’s Balchem Corp BCPC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-122
Closed -$18.3K – 3060
2025
Q3 		$18.3K Buy
+122
New +$19.2K ﹤0.01% 1724

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s BCPC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Balchem Corp (BCPC) in Q4 2025, closing a stake of 122 shares — an estimated $18.3K sold.

Wealthspire Advisors (New York) first reported a position in BCPC in Q3 2025 and held it in 1 quarter. The position peaked at $18.3K in Q3 2025. 409 funds tracked by Wall St. Rank hold BCPC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Balchem Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 122 Balchem Corp shares in Q4 2025, an estimated $18.3K.
  • Wealthspire Advisors (New York) first reported a position in Balchem Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Balchem Corp position peaked at $18.3K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.