Richards, Merrill & Peterson’s Biote Corp BTMD Stock Holding History

Richards, Merrill & Peterson’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
2025 Q1	–	Sell	-45	Closed	-$278	–	501
2024 Q4	$278	Buy	+45	New	+$261	﹤0.01%	482

Other funds holding BTMD

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Richards, Merrill & Peterson's BTMD Position: Q1 2025 in Review

Richards, Merrill & Peterson sold out of Biote Corp (BTMD) in Q1 2025, closing a stake of 45 shares — an estimated $278 sold.

Richards, Merrill & Peterson first reported a position in BTMD in Q4 2024 and held it in 1 quarter. The position peaked at $278 in Q4 2024. 90 funds tracked by Wall St. Rank hold BTMD as of Q1 2025.

Richards, Merrill & Peterson reported no remaining Biote Corp position as of Q1 2025 after selling out during the quarter.
Richards, Merrill & Peterson sold 45 Biote Corp shares in Q1 2025, an estimated $278.
Richards, Merrill & Peterson first reported a position in Biote Corp in Q4 2024 and held it in 1 quarter.
Richards, Merrill & Peterson's Biote Corp position peaked at $278 in Q4 2024.
90 funds tracked by Wall St. Rank held Biote Corp as of Q1 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2025, filed 7 May 2025.