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Heritage Family Offices’s Boot Barn BOOT Stock Holding History

Heritage Family Offices’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
2026
Q1 		– Sell
-1,436
Closed -$253K – 204
2025
Q4 		$253K Sell
1,436
-432
-23% -$80.6K 0.12% 160
2025
Q3 		$310K Sell
1,868
-179
-9% -$30.9K 0.14% 127
2025
Q2 		$213K Hold
2,047
– – 0.11% 169
2025
Q1 		$220K Sell
2,047
-183
-8% -$24.5K 0.11% 163
2024
Q4 		$339K Buy
2,230
+43
+2% +$6.35K 0.17% 115
2024
Q3 		$366K Sell
2,187
-14
-0.6% -$1.93K 0.19% 109
2024
Q2 		$284K Buy
+2,201
New +$248K 0.16% 120

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Family Offices's BOOT Position: Q1 2026 in Review

Heritage Family Offices sold out of Boot Barn (BOOT) in Q1 2026, closing a stake of 1,436 shares — an estimated $253K sold.

Heritage Family Offices first reported a position in BOOT in Q2 2024 and held it in 7 quarters. The position peaked at $366K in Q3 2024. 450 funds tracked by Wall St. Rank hold BOOT as of Q1 2026.

  • Heritage Family Offices reported no remaining Boot Barn position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,436 Boot Barn shares in Q1 2026, an estimated $253K.
  • Heritage Family Offices first reported a position in Boot Barn in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Boot Barn position peaked at $366K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Boot Barn as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.