Boston Trust Walden Corp

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
391
Total value ($000)
$13,630,052
Net value change ($000)
-390,145 (-2.8%)
New positions
29
Sold out positions
12
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/28/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GMED 67,891 NEW
NYT 58,209 NEW
AAPL 46,486 12.9%
TER 45,705 118.9%
GDDY 41,764 NEW
SFM 39,471 1015.5%
GOOGL 37,628 19.9%
GOOGL 36,801 16.7%
NVDA 33,287 21.8%
FTNT 30,536 NEW
Top Reduces (Value $000, Stocks/ETFs)
WAT -66,039 -64.3%
FDS -49,896 -37.5%
ACN -48,783 -30.1%
COLM -46,481 -63.5%
SIGI -46,114 -47.9%
EVR -42,841 -78.0%
NTRS -37,645 -33.8%
INDB -36,787 -100.0%
CLX -36,504 -99.0%
MTX -36,323 -100.0%
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