Boston Trust Walden Corp

Q2 2025 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
7/28/2025
Form type
13F-HR
Num holdings
583
Total value ($000)
$14,020,197
Net value change ($000)
+332,921 (2.4%)
New positions
12
Sold out positions
10
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/21/2025 Next filing: 10/17/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 121,552 27.4%
NVDA 67,983 80.4%
HUBB 50,970 51.2%
ORCL 44,090 53.6%
AXP 34,238 56.6%
AYI 33,086 62.0%
QLYS 30,364 23.0%
JPM 28,383 11.4%
NTRS 26,201 30.8%
AMAT 25,173 30.7%
Top Reduces (Value $000, Stocks/ETFs)
UNH -90,649 -58.8%
AAPL -40,689 -10.2%
BDX -37,549 -47.5%
V -31,446 -13.9%
CHE -31,102 -20.5%
THG -30,730 -51.2%
CVCO -28,774 -28.9%
AZO -26,508 -25.1%
TTC -26,234 -46.3%
JNJ -26,142 -14.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Boston Trust Walden Co 028-02259
2 Boston Trust Walden Inc. 028-15041