OSAM
BTMD icon

O'Shaughnessy Asset Management’s Biote Corp BTMD Stock Holding History

O'Shaughnessy Asset 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
Q2 		– Sell
-19,675
Closed -$26.6K – 2643
2026
Q1 		$26.6K Sell
19,675
-3,252
-14% -$6.54K ﹤0.01% 2317
2025
Q4 		$59.6K Sell
22,927
-9,289
-29% -$25.4K ﹤0.01% 2217
2025
Q3 		$96.6K Sell
32,216
-965
-3% -$3.45K ﹤0.01% 2097
2025
Q2 		$133K Buy
33,181
+5,987
+22% +$22.1K ﹤0.01% 1905
2025
Q1 		$90.6K Buy
+27,194
New +$130K ﹤0.01% 1913

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

O'Shaughnessy Asset Management's BTMD Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Biote Corp (BTMD) in Q2 2026, closing a stake of 19,675 shares — an estimated $26.6K sold.

O'Shaughnessy Asset Management first reported a position in BTMD in Q1 2025 and held it in 5 quarters. The position peaked at $133K in Q2 2025. 71 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Biote Corp position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 19,675 Biote Corp shares in Q2 2026, an estimated $26.6K.
  • O'Shaughnessy Asset Management first reported a position in Biote Corp in Q1 2025 and held it in 5 quarters.
  • O'Shaughnessy Asset Management's Biote Corp position peaked at $133K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.