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 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

FHC

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

ZIC

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

FFA

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 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

Williams & Novak's BTMD Position: Q2 2026 in Review

Williams & Novak reduced its Biote Corp (BTMD) stake by 27% in Q2 2026, selling an estimated $17.5K and leaving 22,910 shares worth $43.3K. The position accounts for 0.03% of the portfolio, ranked #139.

Williams & Novak first reported a position in BTMD in Q1 2026 and has held it in 2 quarters since. The position peaked at $44.9K in Q1 2026. 7 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

Williams & Novak held 22,910 shares of Biote Corp worth $43.3K as of Q2 2026.
Williams & Novak sold 8,500 Biote Corp shares in Q2 2026, an estimated $17.5K.
Biote Corp made up 0.03% of Williams & Novak's portfolio in Q2 2026, its #139 holding.
Williams & Novak first reported a position in Biote Corp in Q1 2026 and has held it in 2 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 Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.