CAPTRUST Financial Advisors
BTMD icon

CAPTRUST Financial Advisors’s Biote Corp BTMD Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q3 		– Sell
-15,964
Closed -$64.2K – 2639
2025
Q2 		$64.2K Sell
15,964
-1,975
-11% -$7.29K ﹤0.01% 2408
2025
Q1 		$59.7K Sell
17,939
-674
-4% -$3.21K ﹤0.01% 2274
2024
Q4 		$115K Sell
18,613
-1,882
-9% -$10.9K ﹤0.01% 2194
2024
Q3 		$114K Buy
20,495
+755
+4% +$5.04K ﹤0.01% 2195
2024
Q2 		$147K Buy
+19,740
New +$122K ﹤0.01% 2085
2022
Q1 		– Sell
-70,203
Closed -$688K – 4928
2021
Q4 		$688K Hold
70,203
– – ﹤0.01% 974
2021
Q3 		$683K Hold
70,203
– – 0.01% 898
2021
Q2 		$679K Buy
+70,203
New +$689K 0.01% 870

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

CAPTRUST Financial Advisors's BTMD Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Biote Corp (BTMD) in Q3 2025, closing a stake of 15,964 shares — an estimated $64.2K sold.

CAPTRUST Financial Advisors first reported a position in BTMD in Q2 2021 and held it in 8 quarters. The position peaked at $688K in Q4 2021. 87 funds tracked by Wall St. Rank hold BTMD as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Biote Corp position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,964 Biote Corp shares in Q3 2025, an estimated $64.2K.
  • CAPTRUST Financial Advisors first reported a position in Biote Corp in Q2 2021 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's Biote Corp position peaked at $688K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Biote Corp as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.