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SW Investment Management’s Biote Corp BTMD Stock Holding History

SW Investment 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
2025
Q1 		– Sell
-300,000
Closed -$1.7M – 9
2024
Q4 		$1.7M Sell
300,000
-200,000
-40% -$1.16M 0.4% 13
2024
Q3 		$2.79M Hold
500,000
– – 0.74% 12
2024
Q2 		$3.73M Hold
500,000
– – 1.19% 10
2024
Q1 		$2.9M Sell
500,000
-175,000
-26% -$877K 0.93% 12
2023
Q4 		$3.33M Buy
675,000
+22,651
+3% +$117K 1.15% 10
2023
Q3 		$3.34M Buy
+652,349
New +$3.84M 1.49% 9

Other funds holding BTMD

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SW Investment Management's BTMD Position: Q1 2025 in Review

SW Investment Management sold out of Biote Corp (BTMD) in Q1 2025, closing a stake of 300,000 shares — an estimated $1.7M sold.

SW Investment Management first reported a position in BTMD in Q3 2023 and held it in 6 quarters. The position peaked at $3.73M in Q2 2024. 90 funds tracked by Wall St. Rank hold BTMD as of Q1 2025.

  • SW Investment Management reported no remaining Biote Corp position as of Q1 2025 after selling out during the quarter.
  • SW Investment Management sold 300,000 Biote Corp shares in Q1 2025, an estimated $1.7M.
  • SW Investment Management first reported a position in Biote Corp in Q3 2023 and held it in 6 quarters.
  • SW Investment Management's Biote Corp position peaked at $3.73M in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Biote Corp as of Q1 2025.

Based on SW Investment Management's 13F filing for Q1 2025, filed 13 May 2025.