Boston Trust Walden portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 30, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Boston Trust Walden reported a $12.4 bn portfolio of 394 companies (397 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are GOOG, MSFT, AAPL. During the quarter it opened Manhattan Associates and Exxon Mobil.
Sections with a free account
What changed this quarter
295 positions with a change (12 new, 43 added to, 229 trimmed, 11 sold). 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- NetApp−74%fewer sharesReduced0.7% → 0.3%
- Manhattan Associates+0.7 ppof portfolioNew— → 0.7%
- Exxon Mobil+0.6 ppof portfolioNew— → 0.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOG · GOOGL3.9%
- MicrosoftMSFT3.8%
- AppleAAPL3.7%
- NVIDIANVDA2.1%
- JPMorgan ChaseJPM1.8%
- VisaV1.3%
- QualysQLYS1.2%
- Johnson & JohnsonJNJ1.1%
- AptarGroupATR1.1%
- DonaldsonDCI1.1%
- LittelfuseLFUS1.1%
- HubbellHUBB1.1%
- Watts Water TechnologiesWTS1.0%
- Mettler-Toledo InternationalMTD1.0%
- Globus MedicalGMED1.0%
Portfolio by sector
- ● Information Technology 24%
- ● Industrials 17%
- ● Financials 15%
- ● Health Care 14%
- ● Consumer Discretionary 7%
- ● Communication Services 5%
- ● Materials 4%
- ● Consumer Staples 4%
- ● Energy 4%
- ● Real Estate 3%
- ● Utilities 2%
- ● No sector 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Whale Rock Capital ManagementInvestment firm · $12.5 bn
- Jericho Capital Asset ManagementInvestment firm · $12.1 bn
- Centersquare Investment ManagementInvestment firm · $11.7 bn
- RTW InvestmentsInvestment firm · $11.7 bn
- EdgePoint Investment GroupInvestment firm · $13.2 bn
- RA Capital ManagementInvestment firm · $11.5 bn