Williams & Novak’s Biote Corp BTMD Stock Holding History

Williams & Novak’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 Q3	$35.5K	Buy	29,365 +6,455	+28%	+$11.4K	0.02%	145
2026 Q2	$43.3K	Sell	22,910 -8,500	-27%	-$17.5K	0.03%	139
2026 Q1	$44.9K	Buy	+31,410	New	+$63.1K	0.03%	132

Other funds holding BTMD

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Williams & Novak's BTMD Position: Q3 2026 in Review

Williams & Novak increased its Biote Corp (BTMD) stake by 28% in Q3 2026, buying an estimated $11.4K and bringing the position to 29,365 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #145.

Williams & Novak first reported a position in BTMD in Q1 2026 and has held it in 3 quarters since. The position peaked at $44.9K in Q1 2026. 7 funds tracked by Wall St. Rank hold BTMD as of Q3 2026.

Williams & Novak held 29,365 shares of Biote Corp worth $35.5K as of Q3 2026.
Williams & Novak bought 6,455 Biote Corp shares in Q3 2026, an estimated $11.4K.
Biote Corp made up 0.02% of Williams & Novak's portfolio in Q3 2026, its #145 holding.
Williams & Novak first reported a position in Biote Corp in Q1 2026 and has held it in 3 quarters since.
Williams & Novak's Biote Corp position peaked at $44.9K in Q1 2026.
7 funds tracked by Wall St. Rank held Biote Corp as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.