13F value (AUM)
$13.1B
Boston Trust Walden
BOSTON TRUST WALDEN CORP
$13.1B
13F long value · 2026-Q2Positions396
CategoryAsset Manager
Quarters tracked9
● #444 of 581 by 13F value
Size rank 3/10
4 NEW16 ADD8 2×+17 TRIM5 NEAR EXIT4 EXIT
Snapshot
Boston Trust Walden's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
396 (16 unmapped)
Top 100 weight
74.3%
Quarters tracked
9
Latest 13F filed
Jul 24, 2026
New positions
4
Exits / near-exits
9
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 74.3% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.2% | $420.3M | 1.5M | +14.6% |
| MSFT | MICROSOFT CORP | 2.7% | $358.6M | 961.3K | +38.4% |
| GOOGL | ALPHABET INC-A | 2.2% | $290.3M | 812.4K | -3.8% |
| GOOG | ALPHABET INC-CL C | 2.0% | $262.2M | 742.1K | -1.4% |
| NVDA | NVIDIA CORP | 1.9% | $252.7M | 1.3M | +18.5% |
| JPM | JPMORGAN CHASE & CO | 1.8% | $237.8M | 726.5K | +2.1% |
| AMAT | APPLIED MATERIALS, INC. | 1.3% | $167.1M | 231.1K | -44.0% |
| DCI | DONALDSON CO INC | 1.3% | $165.8M | 1.8M | 0.0% |
| HUBB | HUBBELL INC | 1.3% | $165.5M | 316.3K | +6.1% |
| ATR | APTARGROUP INC | 1.2% | $163.2M | 1.3M | -0.4% |
| V | VISA INC | 1.2% | $160.1M | 466.6K | +4.7% |
| JNJ | JOHNSON & JOHNSON | 1.1% | $147.5M | 580.8K | +1.5% |
| AIT | APPLIED INDUSTRIAL TECH INC | 1.1% | $144.5M | 427.3K | — |
| WTS | WATTS WATER TECHNOLOGIES-A | 1.1% | $144.4M | 369.0K | -22.4% |
| CINF | CINCINNATI FINANCIAL CORP | 1.0% | $136.5M | 737.3K | -10.5% |
Quarterly changes — 2026-Q2
What Boston Trust Walden opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| EXIT | XOM | EXXON MOBIL CORPORATION | 606.4K | 0 | -100.0% | -$102.9M |
| TRIM | COO | COOPER COS INC/THE | 1.2M | 296.7K | -74.4% | -$61.6M |
| 2×+ | MTD | METTLER-TOLEDO INTERNATIONAL | 41.7K | 84.4K | +102.4% | +$55.2M |
| NEAR EXIT | MKC | MCCORMICK & CO INC | 1.1M | 150.5K | -85.8% | -$45.9M |
| ADD | POWI | POWER INTEGRATIONS INC | 577.6K | 882.5K | +52.8% | +$44.3M |
| EXIT | PRGS | PROGRESS SOFTWARE CORP | 1.7M | 0 | -100.0% | -$44.1M |
| NEW | LII | LENNOX INTL INC | — | 74.7K | — | +$42.8M |
| 2×+ | VLTO | VERALTO CORP | 304.7K | 778.7K | +155.5% | +$42.1M |
| TRIM | MGY | MAGNOLIA OIL & GAS CORP | 3.2M | 2.4M | -26.1% | -$40.9M |
| ADD | HALO | HALOZYME THERAPEUTICS INC | 679.6K | 1.1M | +59.4% | +$40.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.