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
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
-66,204
-53% -$332K ﹤0.01% 5483
2023
Q4 		$622K Buy
125,974
+88,061
+232% +$454K ﹤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 $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

Morgan Stanley's BTMD Position: Q1 2026 in Review

Morgan Stanley reduced its Biote Corp (BTMD) stake by 21% in Q1 2026, selling an estimated $104K and leaving 188,200 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #5776.

Morgan Stanley first reported a position in BTMD in Q2 2022 and has held it in 15 quarters since. The position peaked at $887K in Q2 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • Morgan Stanley held 188,200 shares of Biote Corp worth $254K as of Q1 2026.
  • Morgan Stanley sold 51,536 Biote Corp shares in Q1 2026, an estimated $104K.
  • Biote Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5776 holding.
  • Morgan Stanley first reported a position in Biote Corp in Q2 2022 and has held it in 15 quarters since.
  • Morgan Stanley's Biote Corp position peaked at $887K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.