Clearstead Advisors’s Biote Corp BTMD Stock Holding History

Clearstead 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 Q4	–	Sell	-6	Closed	-$18	–	2812
2025 Q3	$18	Sell	6 -80	-93%	-$286	﹤0.01%	3026
2025 Q2	$346	Buy	+86	New	+$317	﹤0.01%	2525

Other funds holding BTMD

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearstead Advisors's BTMD Position: Q4 2025 in Review

Clearstead Advisors sold out of Biote Corp (BTMD) in Q4 2025, closing a stake of 6 shares — an estimated $18 sold.

Clearstead Advisors first reported a position in BTMD in Q2 2025 and held it in 2 quarters. The position peaked at $346 in Q2 2025. 85 funds tracked by Wall St. Rank hold BTMD as of Q4 2025.

Clearstead Advisors reported no remaining Biote Corp position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 6 Biote Corp shares in Q4 2025, an estimated $18.
Clearstead Advisors first reported a position in Biote Corp in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Biote Corp position peaked at $346 in Q2 2025.
85 funds tracked by Wall St. Rank held Biote Corp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.