Wealth Preservation Advisors’s Biote Corp BTMD Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-20	Closed	-$27	–	207
2026 Q1	$27	Buy	+20	New	+$40	﹤0.01%	995

Other funds holding BTMD

325 Capital New York $419M AUM 75.74% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's BTMD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Biote Corp (BTMD) in Q2 2026, closing a stake of 20 shares — an estimated $27 sold.

Wealth Preservation Advisors first reported a position in BTMD in Q1 2026 and held it in 1 quarter. The position peaked at $27 in Q1 2026. 72 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

Wealth Preservation Advisors reported no remaining Biote Corp position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 20 Biote Corp shares in Q2 2026, an estimated $27.
Wealth Preservation Advisors first reported a position in Biote Corp in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Biote Corp position peaked at $27 in Q1 2026.
72 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.