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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 $1.24 billion in total holdings as of March 31, 2026.
  • Washington Trust Advisors, Inc. owns shares of 684 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 2.18% of the portfolio was purchased this quarter.
  • About 3.77% of the portfolio was sold this quarter.
  • This quarter, Washington Trust Advisors, Inc. has purchased 585 new stocks and bought additional shares in 176 stocks.
  • Washington Trust Advisors, Inc. sold shares of 221 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Quanta Services
$86,723,552
Apple
$71,267,662
Alphabet
$59,625,189
Alphabet
$44,906,907
Amazon.com
$43,226,438

Largest New Holdings this Quarter

941848103 - Waters
$3,880,631 Holding
88023B103 - Tempus AI
$2,705,015 Holding
464287168 - iShares Select Dividend ETF
$120,371 Holding
78470P630 - SPDR Bridgewater ALL Weather ETF
$86,550 Holding
25434V815 - Dimensional US Small Cap Value ETF
$61,530 Holding

Largest Purchases this Quarter

S&P Global
21,464 shares (about $9.13M)
Waters
13,031 shares (about $3.88M)
Tempus AI
59,819 shares (about $2.71M)
Microsoft
4,642 shares (about $1.72M)
Arrowhead Pharmaceuticals
24,729 shares (about $1.55M)

Largest Sales this Quarter

Quanta Services
11,926 shares (about $6.55M)
SPDR S&P 500 ETF Trust
6,983 shares (about $4.54M)
PayPal
57,660 shares (about $2.61M)
Air Products and Chemicals
6,570 shares (about $1.91M)
Berkshire Hathaway
3,688 shares (about $1.77M)

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
$86,723,552$6,547,639 -7.0%157,9607.0%Construction
Apple Inc. stock logo
AAPL
Apple
$71,267,662$1,759,523 -2.4%280,8145.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$59,625,189$1,631,657 -2.7%207,8554.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$44,906,907$1,135,865 -2.5%156,1653.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$43,226,438$721,864 -1.6%207,5503.5%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$41,079,762$867,433 -2.1%135,9173.3%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$41,047,190$1,023,534 -2.4%71,7453.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$39,035,195$68,777 0.2%243,4833.2%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$35,842,951$1,439,802 -3.9%63,6302.9%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$34,030,388$1,767,290 -4.9%71,0152.8%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$31,712,505$433,668 -1.3%7,5322.6%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$31,118,722$100,803 -0.3%178,4332.5%Computer and Technology
ResMed Inc. stock logo
RMD
ResMed
$26,898,091$615,300 -2.2%119,8242.2%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$22,201,810$532,349 -2.3%28,7351.8%Medical
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$21,960,265$512,473 -2.3%128,7691.8%Medical
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$20,597,571$383,689 -1.8%739,5901.7%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$20,589,028$518,543 -2.5%286,2371.7%Computer and Technology
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$20,029,544$488,501 -2.4%157,3661.6%Business Services
Microsoft Corporation stock logo
MSFT
Microsoft
$19,015,283$1,718,331 9.9%51,3691.5%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$18,380,709$474,410 -2.5%118,3641.5%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$16,613,098$804,900 5.1%27,8021.3%ETF
Brookfield Renewable Corp
$15,645,702$521,773 -3.2%392,8121.3%Stock
Starbucks Corporation stock logo
SBUX
Starbucks
$15,392,996$508,871 -3.2%171,8161.2%Retail/Wholesale
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$15,098,011$2,987 0.0%96,0251.2%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$13,608,259$30,708 -0.2%80,2091.1%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$12,927,901$448,262 -3.4%134,1351.0%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,214,006$4,889 0.0%45,8760.9%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$11,020,029$1,908,519 -14.8%37,9360.9%Basic Materials
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$10,715,906$335,535 -3.0%133,8150.9%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$10,618,720$407,011 -3.7%39,9170.9%Basic Materials
Sphere Entertainment Co. stock logo
SPHR
Sphere Entertainment
$10,618,126$1,522,326 -12.5%90,4440.9%Consumer Discretionary
WalMart
$10,337,611$30,449 -0.3%83,1800.8%Stock
S&P Global Inc. stock logo
SPGI
S&P Global
$9,555,688$9,129,497 2,142.1%22,4660.8%Finance
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$9,460,452$312,366 -3.2%45,2480.8%Industrials
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$9,362,277$49,958 -0.5%191,3400.8%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$9,052,226$319,890 3.7%60,0200.7%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,044,709$226,260 -2.4%20,7070.7%ETF
American Tower Corporation stock logo
AMT
American Tower
$8,876,940$104,755 -1.2%51,4370.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,822,465$206,207 -2.3%29,9920.7%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$8,687,738$219,067 -2.5%174,1380.7%ETF
Xylem Inc. stock logo
XYL
Xylem
$8,252,823$504,412 6.5%69,0610.7%Business Services
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$8,145,003$21,255 -0.3%46,3680.7%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$7,820,947$212,972 -2.7%16,9660.6%Medical
Chewy stock logo
CHWY
Chewy
$7,473,195$218,673 -2.8%276,7850.6%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,646,507$20,797 -0.3%33,8760.5%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,566,476$107,765 -1.6%195,8390.5%Energy
NIKE, Inc. stock logo
NKE
NIKE
$6,258,061$258,501 -4.0%118,4790.5%Consumer Discretionary
Penumbra, Inc. stock logo
PEN
Penumbra
$6,135,922$466,942 -7.1%18,6860.5%Medical
ASML Holding N.V. stock logo
ASML
ASML
$6,133,406$224,522 -3.5%4,6440.5%Computer and Technology
Invitation Home stock logo
INVH
Invitation Home
$5,880,603$419,915 -6.7%236,6440.5%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,039,883$258,151 -4.9%20,7920.4%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$5,001,252$19,492 0.4%62,8610.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,859,309$200,185 4.3%15,1470.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,458,396$4,541,645 -50.5%6,8550.4%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,050,663$8,147 0.2%52,2060.3%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,936,123$13,136 -0.3%61,4250.3%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$3,934,450$80,954 2.1%82,0870.3%ETF
Waters Corporation stock logo
WAT
Waters
$3,880,631$3,880,631 New Holding13,0310.3%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$3,859,492$71,564 1.9%50,7490.3%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,590,7000.0%50.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,569,941$28,057 0.8%48,4780.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3,560,076$3,697 0.1%16,3690.3%Medical
Eaton Corporation, PLC stock logo
ETN
Eaton
$3,454,019$501,453 17.0%9,6570.3%Industrials
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,997,431$203,775 7.3%11,4440.2%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$2,933,083$125,524 4.5%65,0060.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,893,513$1,474 -0.1%15,7020.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,799,400$22,485 0.8%27,2660.2%Medical
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,706,131$130,123 -4.6%101,6960.2%ETF
Tempus AI
$2,705,015$2,705,015 New Holding59,8190.2%Stock
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,589,733$32,509 -1.2%12,7460.2%Computer and Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,546,708$16,593 -0.6%35,9150.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,529,630$21,232 -0.8%17,5140.2%Consumer Staples
DFAE
Dimensional Emerging Core Equity Market ETF
$2,392,416$41,140 1.7%70,6560.2%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$2,248,646$49,847 -2.2%61,1710.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,181,890$116,429 -5.1%6,6340.2%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,091,237$12,199 -0.6%21,2570.2%Transportation
GE Vernova
$2,070,886$13,969 -0.7%2,3720.2%Stock
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,065,876$293,756 16.6%53,0260.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$2,062,012$59,880 -2.8%7,2660.2%Aerospace
Evercore Inc stock logo
EVR
Evercore
$2,024,793$37,314 -1.8%6,7830.2%Finance
Align Technology, Inc. stock logo
ALGN
Align Technology
$1,922,073$285,945 -13.0%11,2120.2%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,874,504$10,626 -0.6%2,6460.2%Industrials
RTX Corporation stock logo
RTX
RTX
$1,860,521$43,403 -2.3%9,6450.2%Aerospace
VanEck Merk Gold ETF stock logo
OUNZ
VanEck Merk Gold ETF
$1,851,2400.0%41,0930.1%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,810,094$170,269 -8.6%34,2950.1%ETF
Globus Medical, Inc. stock logo
GMED
Globus Medical
$1,788,337$93,397 -5.0%20,7560.1%Medical
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,763,459$7,206 0.4%6,8520.1%ETF
American Express Company stock logo
AXP
American Express
$1,749,847$31,760 -1.8%5,7850.1%Finance
FedEx Corporation stock logo
FDX
FedEx
$1,745,638$3,562 0.2%4,9010.1%Transportation
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,622,940$4,439 0.3%20,4740.1%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,588,897$8,506 0.5%6,7250.1%Retail/Wholesale
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$1,584,680$1,550,508 4,537.4%25,2740.1%Medical
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,583,497$20,434 1.3%37,5060.1%ETF
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$1,503,218$914,891 -37.8%32,3830.1%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,487,750$2,607,961 -63.7%32,8930.1%Business Services
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$1,468,009$55,354 -3.6%45,5620.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,415,741$40,927 3.0%46,1450.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,410,747$6,390 0.5%2,8700.1%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$1,332,357$30,768 2.4%4,2870.1%Retail/Wholesale
Brookfield Corporation stock logo
BN
Brookfield
$1,280,754$20,275 -1.6%31,6470.1%Finance

Showing largest 100 holdings. View all holdings.
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