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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
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 $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

O'Shaughnessy Asset Management's BTMD Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Biote Corp (BTMD) stake by 14% in Q1 2026, selling an estimated $6.54K and leaving 19,675 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

O'Shaughnessy Asset Management first reported a position in BTMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $133K in Q2 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • O'Shaughnessy Asset Management held 19,675 shares of Biote Corp worth $26.6K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 3,252 Biote Corp shares in Q1 2026, an estimated $6.54K.
  • Biote Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2317 holding.
  • O'Shaughnessy Asset Management first reported a position in Biote Corp in Q1 2025 and has held it in 5 quarters since.
  • O'Shaughnessy Asset Management's Biote Corp position peaked at $133K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.