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Heron Bay Capital Management’s Biote Corp BTMD Stock Holding History

Heron Bay Capital Management’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
Q1 		– Sell
-31,893
Closed -$82.9K – 84
2025
Q4 		$82.9K Buy
31,893
+14,485
+83% +$39.6K 0.02% 103
2025
Q3 		$52.2K Sell
17,408
-25,688
-60% -$91.7K 0.01% 108
2025
Q2 		$173K Buy
+43,096
New +$159K 0.03% 90

Other funds holding BTMD

3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heron Bay Capital Management's BTMD Position: Q1 2026 in Review

Heron Bay Capital Management sold out of Biote Corp (BTMD) in Q1 2026, closing a stake of 31,893 shares — an estimated $82.9K sold.

Heron Bay Capital Management first reported a position in BTMD in Q2 2025 and held it in 3 quarters. The position peaked at $173K in Q2 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • Heron Bay Capital Management reported no remaining Biote Corp position as of Q1 2026 after selling out during the quarter.
  • Heron Bay Capital Management sold 31,893 Biote Corp shares in Q1 2026, an estimated $82.9K.
  • Heron Bay Capital Management first reported a position in Biote Corp in Q2 2025 and held it in 3 quarters.
  • Heron Bay Capital Management's Biote Corp position peaked at $173K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

Based on Heron Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.