ZWJ Investment Counsel’s Biote Corp BTMD Stock Holding History

ZWJ Investment Counsel’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	$24.1K	Hold	12,746	–	–	﹤0.01%	290
2026 Q1	$17.2K	Hold	12,746	–	–	﹤0.01%	241
2025 Q4	$33.1K	Hold	12,746	–	–	﹤0.01%	237
2025 Q3	$38.2K	Hold	12,746	–	–	﹤0.01%	244
2025 Q2	$51.2K	Hold	12,746	–	–	﹤0.01%	239
2025 Q1	$42.4K	Hold	12,746	–	–	﹤0.01%	208
2024 Q4	$78.8K	Hold	12,746	–	–	﹤0.01%	219
2024 Q3	$71.1K	Hold	12,746	–	–	﹤0.01%	233
2024 Q2	$95.2K	Hold	12,746	–	–	﹤0.01%	221
2024 Q1	$73.9K	Hold	12,746	–	–	﹤0.01%	222
2023 Q4	$63K	Hold	12,746	–	–	﹤0.01%	195
2023 Q3	$65.3K	Buy	+12,746	New	+$75.1K	﹤0.01%	192

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

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

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

SIC

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

ZWJ Investment Counsel's BTMD Position: Q2 2026 in Review

ZWJ Investment Counsel held its Biote Corp (BTMD) position steady in Q2 2026 at 12,746 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

ZWJ Investment Counsel first reported a position in BTMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $95.2K in Q2 2024. 12 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

ZWJ Investment Counsel held 12,746 shares of Biote Corp worth $24.1K as of Q2 2026.
ZWJ Investment Counsel left its Biote Corp share count unchanged in Q2 2026.
Biote Corp made up ﹤0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #290 holding.
ZWJ Investment Counsel first reported a position in Biote Corp in Q3 2023 and has held it in 12 quarters since.
ZWJ Investment Counsel's Biote Corp position peaked at $95.2K in Q2 2024.
12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.