Back to BCPC
Marshall & Sterling Wealth Advisors Inc. → BCPC
Marshall & Sterling Wealth Advisors Inc. BCPC Position History
Balchem Corporation • Basic Materials
Quarters held
5
Latest value
$557K
Q3 2026
Peak value
$506.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $506.5M |
| Q4 2025 | $518K |
| Q1 2026 | $572K |
| Q2 2026 | $570K |
| Q3 2026 | $557K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $557K | 3.4K | — | — |
| Q2 2026 | $570K | 3.4K | — | — |
| Q1 2026 | $572K | 3.4K | — | — |
| Q4 2025 | $518K | 3.4K | — | — |
| Q3 2025 | $506.5M | 3.4K | — | — |
Other funds holding BCPC
$626.2M
$607.7M
$570.6M
$552.8M
$544.6M
$241.2M