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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$557K3.4K——
Q2 2026$570K3.4K——
Q1 2026$572K3.4K——
Q4 2025$518K3.4K——
Q3 2025$506.5M3.4K——

Other funds holding BCPC

Other Marshall & Sterling Wealth Advisors Inc. positions

BTCW

WISDOMTREE US

$1.6B
NSC

NORFOLK SOUTHERN

$1.3B
VGES

VANGUARD INFORMATION

$1.2B
VGES

VANGUARD INTERMEDIATE

$1B
PG

PROCTER & GAMBLE

$991.5M
BLK

ISHARES 1-3YR

$923.9M
HODL

VANECK MORNINGSTAR

$735.5M
AMGN

U S TREASURY

$720.1M