FHC
BTMD icon

First Heartland Consultants’s Biote Corp BTMD Stock Holding History

First Heartland Consultants’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 		$46.3K Hold
24,500
– – ﹤0.01% 588
2026
Q1 		$33.1K Buy
24,500
+12,000
+96% +$24.1K ﹤0.01% 520
2025
Q4 		$32.5K Hold
12,500
– – ﹤0.01% 531
2025
Q3 		$37.5K Hold
12,500
– – ﹤0.01% 520
2025
Q2 		$50.3K Buy
+12,500
New +$46.1K ﹤0.01% 501

Other funds holding BTMD

AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
WN
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
IA
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

First Heartland Consultants's BTMD Position: Q2 2026 in Review

First Heartland Consultants held its Biote Corp (BTMD) position steady in Q2 2026 at 24,500 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

First Heartland Consultants first reported a position in BTMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $50.3K in Q2 2025. 12 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

  • First Heartland Consultants held 24,500 shares of Biote Corp worth $46.3K as of Q2 2026.
  • First Heartland Consultants left its Biote Corp share count unchanged in Q2 2026.
  • Biote Corp made up ﹤0.01% of First Heartland Consultants's portfolio in Q2 2026, its #588 holding.
  • First Heartland Consultants first reported a position in Biote Corp in Q2 2025 and has held it in 5 quarters since.
  • First Heartland Consultants's Biote Corp position peaked at $50.3K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.