Morgan Stanley
BTMD icon

Morgan Stanley’s Biote Corp BTMD Stock Holding History

Morgan Stanley’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 		$291K Sell
153,907
-34,293
-18% -$70.7K ﹤0.01% 5791
2026
Q1 		$254K Sell
188,200
-51,536
-21% -$104K ﹤0.01% 5776
2025
Q4 		$623K Buy
239,736
+56,841
+31% +$155K ﹤0.01% 5405
2025
Q3 		$549K Sell
182,895
-37,787
-17% -$135K ﹤0.01% 5464
2025
Q2 		$887K Buy
220,682
+103,140
+88% +$381K ﹤0.01% 5163
2025
Q1 		$391K Buy
117,542
+14,876
+14% +$71K ﹤0.01% 5438
2024
Q4 		$634K Sell
102,666
-36,967
-26% -$215K ﹤0.01% 5323
2024
Q3 		$779K Buy
139,633
+40,707
+41% +$272K ﹤0.01% 5183
2024
Q2 		$739K Buy
98,926
+39,156
+66% +$242K ﹤0.01% 5126
2024
Q1 		$347K Sell
59,770
-3,217
-5% -$16.1K ﹤0.01% 5483
2023
Q4 		$311K Buy
62,987
+25,074
+66% +$129K ﹤0.01% 5532
2023
Q3 		$194K Buy
37,913
+28,314
+295% +$167K ﹤0.01% 5585
2023
Q2 		$64.9K Buy
+9,599
New +$56.9K ﹤0.01% 6118
2023
Q1 		– Sell
-5
Closed -$19 – 7723
2022
Q4 		$19 Sell
5
-2,007
-100% -$8.39K ﹤0.01% 7773
2022
Q3 		$9K Buy
2,012
+12
+0.6% +$51 ﹤0.01% 7096
2022
Q2 		$8K Buy
+2,000
New +$15.7K ﹤0.01% 7265

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
RHJA
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

Morgan Stanley's BTMD Position: Q2 2026 in Review

Morgan Stanley reduced its Biote Corp (BTMD) stake by 18% in Q2 2026, selling an estimated $70.7K and leaving 153,907 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #5791.

Morgan Stanley first reported a position in BTMD in Q2 2022 and has held it in 16 quarters since. The position peaked at $887K in Q2 2025. 71 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

  • Morgan Stanley held 153,907 shares of Biote Corp worth $291K as of Q2 2026.
  • Morgan Stanley sold 34,293 Biote Corp shares in Q2 2026, an estimated $70.7K.
  • Biote Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5791 holding.
  • Morgan Stanley first reported a position in Biote Corp in Q2 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Biote Corp position peaked at $887K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.