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Congress Wealth Management’s Boot Barn BOOT Stock Holding History

Congress Wealth Management’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.3M Sell
67,458
-1,143
-2% -$152K 0.1% 243
2025
Q1 		$7.37M Sell
68,601
-397
-0.6% -$53.1K 0.09% 258
2024
Q4 		$10.5M Sell
68,998
-9,582
-12% -$1.42M 0.14% 195
2024
Q3 		$13.1M Buy
78,580
+1,056
+1% +$145K 0.18% 172
2024
Q2 		$10M Sell
77,524
-3,780
-5% -$426K 0.16% 174
2024
Q1 		$7.74M Buy
81,304
+5,171
+7% +$427K 0.13% 190
2023
Q4 		$5.84M Buy
76,133
+7,031
+10% +$529K 0.11% 207
2023
Q3 		$5.61M Buy
69,102
+4,876
+8% +$439K 0.12% 202
2023
Q2 		$5.44M Buy
64,226
+2,428
+4% +$178K 0.13% 181
2023
Q1 		$4.74M Buy
61,798
+3,627
+6% +$278K 0.11% 192
2022
Q4 		$3.64M Sell
58,171
-1,580
-3% -$94.7K 0.09% 207
2022
Q3 		$3.49M Buy
59,751
+485
+0.8% +$32.5K 0.09% 211
2022
Q2 		$4.09M Sell
59,266
-2,824
-5% -$242K 0.1% 206
2022
Q1 		$5.89M Sell
62,090
-6,413
-9% -$608K 0.13% 186
2021
Q4 		$8.43M Buy
+68,503
New +$7.74M 0.17% 171

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Congress Wealth Management's BOOT Position: Q2 2025 in Review

Congress Wealth Management reduced its Boot Barn (BOOT) stake by 1.7% in Q2 2025, selling an estimated $152K and leaving 67,458 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #243.

Congress Wealth Management first reported a position in BOOT in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.1M in Q3 2024. 407 funds tracked by Wall St. Rank hold BOOT as of Q2 2025.

  • Congress Wealth Management held 67,458 shares of Boot Barn worth $10.3M as of Q2 2025.
  • Congress Wealth Management sold 1,143 Boot Barn shares in Q2 2025, an estimated $152K.
  • Boot Barn made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #243 holding.
  • Congress Wealth Management first reported a position in Boot Barn in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Boot Barn position peaked at $13.1M in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Boot Barn as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.