Boston Trust Walden Corp

Q4 2025 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
594
Total value ($000)
$13,249,830
Net value change ($000)
-380,222 (-2.8%)
New positions
11
Sold out positions
19
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/17/2025 Next filing: 4/24/2026 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 Q3 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 51,548 75.9%
DT 49,986 NEW
ATMU 44,304 NEW
GOOGL 38,521 15.0%
GOOGL 31,439 13.9%
CVLT 30,830 NEW
CWST 30,524 NEW
BMI 29,609 50.2%
IWM 27,923 1210.4%
SFM 24,242 55.9%
Top Reduces (Value $000, Stocks/ETFs)
JNJ -101,951 -76.9%
MGY -70,717 -75.1%
JPM -67,625 -26.0%
ORCL -64,960 -45.6%
DE -63,899 -84.4%
MSFT -62,212 -11.4%
BJ -52,460 -60.8%
ZBRA -51,517 -100.0%
MKC -45,773 -61.6%
CNS -35,055 -58.5%
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