True Wealth Design’s Biote Corp BTMD Stock Holding History

True Wealth Design’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	$207	Buy	109 +82	+304%	+$169	﹤0.01%	2440
2026 Q1	$37	Sell	27 -14	-34%	-$28	﹤0.01%	2586
2025 Q4	$107	Buy	41 +17	+71%	+$46	﹤0.01%	2329
2025 Q3	$72	Sell	24 -114	-83%	-$407	﹤0.01%	2516
2025 Q2	$555	Buy	138 +111	+411%	+$410	﹤0.01%	1699
2025 Q1	$90	Buy	+27	New	+$129	﹤0.01%	2226

Other funds holding BTMD

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

True Wealth Design's BTMD Position: Q2 2026 in Review

True Wealth Design increased its Biote Corp (BTMD) stake by 304% in Q2 2026, buying an estimated $169 and bringing the position to 109 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

True Wealth Design first reported a position in BTMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $555 in Q2 2025. 12 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

True Wealth Design held 109 shares of Biote Corp worth $207 as of Q2 2026.
True Wealth Design bought 82 Biote Corp shares in Q2 2026, an estimated $169.
Biote Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2440 holding.
True Wealth Design first reported a position in Biote Corp in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Biote Corp position peaked at $555 in Q2 2025.
12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.