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Private Wealth Asset Management’s Biote Corp BTMD Stock Holding History

Private Wealth 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 		– Sell
-3,900
Closed -$10.1K – 952
2025
Q4 		$10.1K Buy
3,900
+1,400
+56% +$3.83K ﹤0.01% 670
2025
Q3 		$7.5K Hold
2,500
– – ﹤0.01% 704
2025
Q2 		$10.1K Buy
2,500
+600
+32% +$2.21K ﹤0.01% 659
2025
Q1 		$6.33K Buy
+1,900
New +$9.06K ﹤0.01% 698

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

Private Wealth Asset Management's BTMD Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Biote Corp (BTMD) in Q1 2026, closing a stake of 3,900 shares — an estimated $10.1K sold.

Private Wealth Asset Management first reported a position in BTMD in Q1 2025 and held it in 4 quarters. The position peaked at $10.1K in Q4 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Biote Corp position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3,900 Biote Corp shares in Q1 2026, an estimated $10.1K.
  • Private Wealth Asset Management first reported a position in Biote Corp in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Biote Corp position peaked at $10.1K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.