Wellington Management Group
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Wellington Management Group’s Biote Corp BTMD Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-52,804
Closed -$295K – 1953
2024
Q3 		$295K Buy
+52,804
New +$352K ﹤0.01% 1870

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Wellington Management Group's BTMD Position: Q4 2024 in Review

Wellington Management Group sold out of Biote Corp (BTMD) in Q4 2024, closing a stake of 52,804 shares — an estimated $295K sold.

Wellington Management Group first reported a position in BTMD in Q3 2024 and held it in 1 quarter. The position peaked at $295K in Q3 2024. 94 funds tracked by Wall St. Rank hold BTMD as of Q4 2024.

  • Wellington Management Group reported no remaining Biote Corp position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 52,804 Biote Corp shares in Q4 2024, an estimated $295K.
  • Wellington Management Group first reported a position in Biote Corp in Q3 2024 and held it in 1 quarter.
  • Wellington Management Group's Biote Corp position peaked at $295K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Biote Corp as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.