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Washington Trust Advisors, Inc. Top Holdings and 13F Report (2026)

About Washington Trust Advisors, Inc.

Investment Activity

  • Washington Trust Advisors, Inc. has $1.35 billion in total holdings as of June 30, 2026.
  • Washington Trust Advisors, Inc. owns shares of 724 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 5.69% of the portfolio was purchased this quarter.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Washington Trust Advisors, Inc. has purchased 684 new stocks and bought additional shares in 188 stocks.
  • Washington Trust Advisors, Inc. sold shares of 218 stocks and completely divested from 55 stocks this quarter.

Largest Holdings

Quanta Services
$101,748,595
Palo Alto Networks
$77,959,559
Apple
$76,998,290
Alphabet
$70,058,861
Alphabet
$53,567,027

Largest New Holdings this Quarter

30233Q108 - Exxon Mobil
$10,697,793 Holding
58507V107 - Medline
$5,370,900 Holding
98956A105 - Zeta Global Holdings Corp A
$1,843,465 Holding
50077B207 - Kratos Defense & Security Solutions
$794,120 Holding
314352105 - FedEx Freight
$346,696 Holding

Largest Purchases this Quarter

Booking
171,226 shares (about $30.52M)
Exxon Mobil
78,246 shares (about $10.70M)
Vanguard Growth ETF
103,639 shares (about $8.93M)
Medline
136,179 shares (about $5.37M)
NVIDIA
10,257 shares (about $2.05M)

Largest Sales this Quarter

Mettler-Toledo International
1 shares (about $∞T)
Quanta Services
16,651 shares (about $11.99M)
Palo Alto Networks
14,876 shares (about $5.07M)
Apple
14,715 shares (about $4.26M)
Penumbra
11,015 shares (about $3.48M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWashington Trust Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Quanta Services, Inc. stock logo
PWR
Quanta Services
$101,748,595$11,989,441 â–¼-10.5%141,3097.6%Construction
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$77,959,559$5,073,014 â–¼-6.1%228,6075.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$76,998,290$4,257,926 â–¼-5.2%266,0995.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$70,058,861$3,382,422 â–¼-4.6%198,2825.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$53,567,027$2,241,787 â–¼-4.0%149,8924.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$47,191,559$2,275,909 â–¼-4.6%198,0013.5%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$44,394,080$2,237,630 â–¼-4.8%129,3953.3%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$38,195,202$2,217,651 â–¼-5.5%67,8082.8%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$37,761,859$2,600,766 â–¼-6.4%59,5302.8%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$37,755,018$2,052,325 â–²5.7%188,6902.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$33,157,843$2,377,353 â–¼-6.7%66,2642.5%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$31,861,768$30,519,267 â–²2,273.3%178,7582.4%Retail/Wholesale
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$23,368,220$1,512,526 â–¼-6.1%120,9411.7%Medical
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$22,921,773$79,460 â–¼-0.3%737,0351.7%ETF
ResMed Inc. stock logo
RMD
ResMed
$22,556,385$794,915 â–¼-3.4%115,7451.7%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$19,913,201$741,660 â–¼-3.6%275,9591.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$19,357,870$196,208 â–²1.0%51,8951.4%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$19,327,522$232,829 â–²1.2%28,1411.4%ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$19,289,088$539,028 â–¼-2.7%153,0881.4%Business Services
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$17,273,928$643,493 â–¼-3.6%27,7031.3%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$16,550,795$1,007,082 â–¼-5.7%161,9611.2%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$15,773,120$253,333 â–¼-1.6%116,4931.2%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$14,519,962$11,501 â–¼-0.1%95,9491.1%Medical
Snowflake Inc. stock logo
SNOW
Snowflake
$14,129,331$1,145,759 â–¼-7.5%55,5181.0%Computer and Technology
Sphere Entertainment Co. stock logo
SPHR
Sphere Entertainment
$13,454,467$2,195,059 â–¼-14.0%77,7581.0%Consumer Discretionary
Brookfield Renewable Corp
$13,445,532$1,135,649 â–¼-7.8%362,2181.0%Stock
The Walt Disney Company stock logo
DIS
Walt Disney
$12,134,556$775,867 â–¼-6.0%126,0740.9%Consumer Discretionary
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$11,724,249$380,656 â–¼-3.1%129,6070.9%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,411,968$239,241 â–¼-2.1%44,9340.8%Medical
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$11,190,919$721,069 â–¼-6.1%42,5090.8%Industrials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$10,711,184$8,927,480 â–²500.5%124,3460.8%ETF
Exxon Mobil
$10,697,793$10,697,793 â–²New Holding78,2460.8%Stock
Ecolab Inc. stock logo
ECL
Ecolab
$10,404,518$716,871 â–¼-6.4%37,3440.8%Basic Materials
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$10,051,726$43,369 â–¼-0.4%190,5180.7%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$9,809,216$1,312,860 â–¼-11.8%33,4580.7%Basic Materials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,559,365$257,937 â–¼-2.6%29,2040.7%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$9,362,908$213,404 â–²2.3%22,9900.7%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$9,153,670$345,765 â–²3.9%180,9740.7%ETF
ASML Holding N.V. stock logo
ASML
ASML
$9,094,924$143,227 â–¼-1.6%4,5720.7%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$8,845,637$616,708 â–²7.5%49,8430.7%Medical
American Tower Corporation stock logo
AMT
American Tower
$8,309,002$104,521 â–¼-1.2%50,7980.6%Finance
Xylem Inc. stock logo
XYL
Xylem
$8,291,347$127,666 â–²1.6%70,1410.6%Business Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,543,173$160,614 â–²2.2%34,6130.6%ETF
WalMart
$7,216,021$2,204,946 â–¼-23.4%63,7120.5%Stock
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$6,693,284$53,686 â–¼-0.8%16,8310.5%Medical
Invitation Home stock logo
INVH
Invitation Home
$6,157,583$991,432 â–¼-13.9%203,8260.5%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,087,371$173,597 â–¼-2.8%190,4090.5%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,922,307$803,480 â–²15.7%7,9310.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,778,915$173,919 â–²3.1%15,6170.4%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,751,435$95,614 â–¼-1.6%20,4520.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,403,598$728,616 â–¼-11.9%46,0030.4%Computer and Technology
Medline
$5,370,900$5,370,900 â–²New Holding136,1790.4%Stock
Tempus AI
$5,165,386$1,700,072 â–²49.1%89,1660.4%Stock
Chewy stock logo
CHWY
Chewy
$5,102,181$336,644 â–¼-6.2%259,6530.4%Retail/Wholesale
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$5,040,860$13,835 â–²0.3%63,0340.4%ETF
Waters Corporation stock logo
WAT
Waters
$4,873,645$13,501 â–¼-0.3%12,9950.4%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,325,386$51,158 â–¼-1.2%60,7070.3%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$3,978,751$618,577 â–²18.4%76,9730.3%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$3,908,578$59,114 â–¼-1.5%80,8640.3%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$3,857,239$257,803 â–¼-6.3%9,0520.3%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$3,844,536$274,538 â–¼-6.7%15,2780.3%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,744,2500.0%50.3%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$3,659,133$465,275 â–¼-11.3%45,0240.3%Consumer Staples
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,583,986$25,180 â–²0.7%48,8210.3%ETF
Globus Medical, Inc. stock logo
GMED
Globus Medical
$3,555,924$1,915,992 â–²116.8%45,0060.3%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,462,951$6,063 â–¼-0.2%11,4240.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,148,860$46,237 â–²1.5%15,9360.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,835,905$18,104 â–²0.6%2,6630.2%Industrials
DFAE
Dimensional Emerging Core Equity Market ETF
$2,798,784$42,301 â–¼-1.5%69,6040.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,694,9440.0%101,6960.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,682,290$114,084 â–²4.4%18,2920.2%Consumer Staples
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,577,027$365,864 â–¼-12.4%31,4500.2%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$2,556,321$3,672 â–²0.1%61,2590.2%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,501,328$313,996 â–²14.4%60,6380.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$2,461,563$2,401,999 â–¼-49.4%59,9650.2%Consumer Discretionary
Penumbra, Inc. stock logo
PEN
Penumbra
$2,422,118$3,477,986 â–¼-58.9%7,6710.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,395,264$78,853 â–¼-3.2%26,3970.2%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,370,511$483,956 â–¼-17.0%10,5850.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,352,059$12,344 â–²0.5%6,6690.2%Retail/Wholesale
Evercore Inc stock logo
EVR
Evercore
$2,264,772$51,216 â–¼-2.2%6,6330.2%Finance
GE Vernova
$2,237,226$549,906 â–¼-19.7%1,9040.2%Stock
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,182,006$103,091 â–¼-4.5%20,2980.2%Transportation
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,147,505$48,703 â–²2.3%7,0110.2%ETF
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$2,134,339$74,256 â–²3.6%26,1850.2%Medical
GE Aerospace stock logo
GE
GE Aerospace
$2,093,261$622,260 â–¼-22.9%5,6010.2%Aerospace
American Express Company stock logo
AXP
American Express
$1,956,7770.0%5,7850.1%Finance
Align Technology, Inc. stock logo
ALGN
Align Technology
$1,890,173$843 â–¼0.0%11,2070.1%Medical
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,872,718$20,096 â–²1.1%34,6670.1%ETF
Zeta Global Holdings Corp A
$1,843,465$1,843,465 â–²New Holding93,6720.1%Stock
RTX Corporation stock logo
RTX
RTX
$1,828,618$1,328 â–¼-0.1%9,6380.1%Aerospace
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,746,986$128,900 â–²8.0%22,1050.1%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,725,855$381,981 â–²28.4%38,9060.1%ETF
BlackRock
$1,621,190$346,162 â–²27.1%1,6860.1%Stock
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,590,813$7,682 â–²0.5%37,6880.1%ETF
VanEck Merk Gold ETF stock logo
OUNZ
VanEck Merk Gold ETF
$1,585,7790.0%41,0930.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,585,114$190,368 â–²13.6%19,2510.1%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$1,555,812$1,024 â–²0.1%45,5920.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,536,065$72,806 â–²5.0%48,4410.1%ETF
FedEx Corporation stock logo
FDX
FedEx
$1,533,084$1,566 â–¼-0.1%4,8960.1%Transportation
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,500,174$17,418 â–²1.2%6,8040.1%Retail/Wholesale

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