Essential Partners’s Biote Corp BTMD Stock Holding History

Essential Partners’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 Q3	$77	Sell	64 -301	-82%	-$532	﹤0.01%	2720
2026 Q2	$690	Buy	365 +297	+437%	+$612	﹤0.01%	2396
2026 Q1	$92	Buy	68 +15	+28%	+$30	﹤0.01%	2727
2025 Q4	$138	Sell	53 -570	-91%	-$1.56K	﹤0.01%	2503
2025 Q3	$1.87K	Buy	623 +398	+177%	+$1.42K	﹤0.01%	1813
2025 Q2	$905	Buy	+225	New	+$830	﹤0.01%	1540

Other funds holding BTMD

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's BTMD Position: Q3 2026 in Review

Essential Partners reduced its Biote Corp (BTMD) stake by 82% in Q3 2026, selling an estimated $532 and leaving 64 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #2720.

Essential Partners first reported a position in BTMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.87K in Q3 2025. 5 funds tracked by Wall St. Rank hold BTMD as of Q3 2026.

Essential Partners held 64 shares of Biote Corp worth $77 as of Q3 2026.
Essential Partners sold 301 Biote Corp shares in Q3 2026, an estimated $532.
Biote Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2720 holding.
Essential Partners first reported a position in Biote Corp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Biote Corp position peaked at $1.87K in Q3 2025.
5 funds tracked by Wall St. Rank held Biote Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.