EverSource Wealth Advisors
BTMD icon

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

3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Rice Hall James & Associates
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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. 71 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.
  • 71 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.