AF
BTMD icon

Allworth Financial’s Biote Corp BTMD Stock Holding History

Allworth Financial’s Portfolio BTMD Stock Details BTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69 Buy
51
+48
+1,600% +$96 ﹤0.01% 5043
2025
Q4 		$8 Buy
+3
New +$8 ﹤0.01% 4965
2025
Q3 		– Sell
-19
Closed -$77 – 4929
2025
Q2 		$77 Buy
+19
New +$70 ﹤0.01% 4411

Other funds holding BTMD

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial's BTMD Position: Q1 2026 in Review

Allworth Financial increased its Biote Corp (BTMD) stake by 1,600% in Q1 2026, buying an estimated $96 and bringing the position to 51 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #5043.

Allworth Financial first reported a position in BTMD in Q2 2025 and has held it in 3 quarters since. The position peaked at $77 in Q2 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • Allworth Financial held 51 shares of Biote Corp worth $69 as of Q1 2026.
  • Allworth Financial bought 48 Biote Corp shares in Q1 2026, an estimated $96.
  • Biote Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5043 holding.
  • Allworth Financial first reported a position in Biote Corp in Q2 2025 and has held it in 3 quarters since.
  • Allworth Financial's Biote Corp position peaked at $77 in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.