EverSource Wealth Advisors’s Biote Corp BTMD Stock Holding History

EverSource Wealth 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
2026 Q2	$592	Buy	313 +265	+552%	+$546	﹤0.01%	4096
2026 Q1	$65	Sell	48 -1	-2%	-$2	﹤0.01%	4307
2025 Q4	$128	Sell	49 -6	-11%	-$16	﹤0.01%	4078
2025 Q3	$165	Sell	55 -77	-58%	-$275	﹤0.01%	4136
2025 Q2	$531	Buy	132 +101	+326%	+$373	﹤0.01%	3880
2025 Q1	$103	Buy	31 +10	+48%	+$48	﹤0.01%	3822
2024 Q4	$130	Buy	+21	New	+$122	﹤0.01%	3511

Other funds holding BTMD

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

EverSource Wealth Advisors's BTMD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Biote Corp (BTMD) stake by 552% in Q2 2026, buying an estimated $546 and bringing the position to 313 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

EverSource Wealth Advisors first reported a position in BTMD in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

EverSource Wealth Advisors held 313 shares of Biote Corp worth $592 as of Q2 2026.
EverSource Wealth Advisors bought 265 Biote Corp shares in Q2 2026, an estimated $546.
Biote Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4096 holding.
EverSource Wealth Advisors first reported a position in Biote Corp in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.