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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 $1.40 billion in total holdings as of September 30, 2026.
  • Washington Trust Advisors, Inc. owns shares of 700 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
  • Approximately 2.68% of the portfolio was purchased this quarter.
  • About 2.95% of the portfolio was sold this quarter.
  • This quarter, Washington Trust Advisors, Inc. has purchased 723 new stocks and bought additional shares in 131 stocks.
  • Washington Trust Advisors, Inc. sold shares of 201 stocks and completely divested from 75 stocks this quarter.

Largest Holdings

Quanta Services
$89,199,301
Apple
$87,056,258
Palo Alto Networks
$84,406,920
Alphabet
$67,356,347
Alphabet
$50,910,540

Largest New Holdings this Quarter

25239Y196 - Dimensional US High Profitability ETF
$2,576,597 Holding
25239Y212 - DFA Tax Advantaged US Core Equity 2
$2,097,217 Holding
25239Y188 - Dimensional U.S. Small Cap ETF
$1,659,780 Holding
25239Y147 - DFA US Real Estate ETF
$388,971 Holding
25239Y162 - Dimensional U.S. Targeted Value ETF
$276,545 Holding

Largest Purchases this Quarter

Axsome Therapeutics
43,788 shares (about $8.07M)
Arrowhead Pharmaceuticals
47,096 shares (about $3.08M)
Tempus AI
31,873 shares (about $2.61M)
Dimensional US High Profitability ETF
61,479 shares (about $2.58M)
Intuitive Surgical
5,887 shares (about $2.39M)

Largest Sales this Quarter

Palo Alto Networks
16,161 shares (about $6.42M)
NIKE
59,053 shares (about $2.09M)
Deere & Company
2,815 shares (about $1.89M)
American Tower
11,067 shares (about $1.81M)
Quanta Services
2,480 shares (about $1.59M)

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
$89,199,301$1,593,430 ▼-1.8%138,8296.4%Industrials
Apple Inc. stock logo
AAPL
Apple
$87,056,258$1,560,202 ▼-1.8%261,4146.2%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$84,406,920$6,420,927 ▼-7.1%212,4466.0%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$67,356,347$206,147 ▼-0.3%197,6774.8%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$50,910,540$664,420 ▼-1.3%147,9613.6%Communication Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$49,126,123$46,411 ▼-0.1%67,7443.5%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$49,067,850$264,099 ▼-0.5%196,9413.5%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$46,346,553$149,122 ▼-0.3%128,9803.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$42,954,436$138,627 ▼-0.3%188,0833.1%Technology
Deere & Company stock logo
DE
Deere & Company
$38,087,163$1,890,423 ▼-4.7%56,7152.7%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$32,304,507$691,653 ▼-2.1%64,8752.3%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$31,236,606$1,278,382 ▼-3.9%116,1862.2%Healthcare
Booking Holdings Inc. stock logo
BKNG
Booking
$29,115,874$5,539 ▼0.0%178,7242.1%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$26,342,137$274,916 ▼-1.0%51,3591.9%Technology
ResMed Inc. stock logo
RMD
ResMed
$25,536,829$54,391 ▼-0.2%115,4991.8%Healthcare
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$23,212,643$18,158 ▲0.1%737,6121.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$21,758,681$2,035,978 ▲10.3%31,0461.6%ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$20,603,244$104,970 ▼-0.5%152,3121.5%Industrials
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$19,580,806$1,425,548 ▼-6.8%25,8231.4%Healthcare
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$18,876,560$29,391 ▼-0.2%275,5301.3%Industrials
Snowflake Inc. stock logo
SNOW
Snowflake
$18,173,251$678,441 ▼-3.6%53,5201.3%Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$17,094,321$80,550 ▼-0.5%95,4991.2%Healthcare
Zebra Technologies Corporation stock logo
ZBRA
Zebra Technologies
$15,939,217$70,182 ▲0.4%42,6971.1%Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$15,088,096$129,759 ▼-0.9%160,5801.1%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$14,666,036$95,927 ▼-0.6%115,7361.0%Consumer Staples
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$14,239,674$11,989 ▲0.1%49,8851.0%Healthcare
The Walt Disney Company stock logo
DIS
Walt Disney
$12,990,763$234,452 ▼-1.8%123,8390.9%Communication Services
Exxon Mobil
$12,649,419$85,118 ▼-0.7%77,7230.9%Stock
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,883,467$12,443 ▼-0.1%44,8870.8%Healthcare
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$11,138,215$49,461 ▼-0.4%129,0340.8%Healthcare
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,072,647$132,192 ▼-1.2%122,8790.8%ETF
Sphere Entertainment Co. stock logo
SPHR
Sphere Entertainment
$10,195,930$257,856 ▼-2.5%75,8400.7%Communication Services
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$10,119,725$120,615 ▼-1.2%188,2740.7%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$10,048,085$205,937 ▼-2.0%36,5940.7%Materials
Brookfield Renewable Corp
$10,009,944$211,848 ▼-2.1%354,7110.7%Stock
Tempus AI
$9,913,094$2,610,399 ▲35.7%121,0390.7%Stock
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,493,186$168,393 ▼-1.7%28,6950.7%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$9,237,820$2,393,831 ▲35.0%22,7180.7%Healthcare
S&P Global Inc. stock logo
SPGI
S&P Global
$9,191,940$123,075 ▲1.4%23,3020.7%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$9,014,095$294,924 ▼-3.2%32,3980.6%Materials
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$8,767,477$196,544 ▲2.3%185,1240.6%ETF
ASML Holding N.V. stock logo
ASML
ASML
$8,202,517$79,706 ▼-1.0%4,5280.6%Technology
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$8,106,338$8,074,070 ▲25,021.7%43,9630.6%Healthcare
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,499,973$20,744 ▲0.3%34,7090.5%ETF
Xylem Inc. stock logo
XYL
Xylem
$7,036,847$66,332 ▼-0.9%69,4860.5%Industrials
WalMart
$6,594,971$25,980 ▼-0.4%63,4620.5%Stock
American Tower Corporation stock logo
AMT
American Tower
$6,503,540$1,811,550 ▼-21.8%39,7310.5%Real Estate
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,061,191$216,685 ▲3.7%16,1960.4%ETF
Medline
$5,797,850$1,072,438 ▲22.7%167,0850.4%Stock
Waters Corporation stock logo
WAT
Waters
$5,698,889$10,985 ▼-0.2%12,9700.4%Healthcare
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$5,675,039$65,787 ▼-1.1%188,2270.4%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,455,583$592,534 ▼-9.8%7,1540.4%ETF
Invitation Home stock logo
INVH
Invitation Home
$5,046,302$320,436 ▼-6.0%191,6560.4%Real Estate
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,880,469$70,930 ▼-1.4%45,3440.3%Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$4,874,606$7,721 ▲0.2%63,1340.3%ETF
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$4,796,241$3,082,433 ▲179.9%73,2810.3%Healthcare
Chewy stock logo
CHWY
Chewy
$4,767,000$41,314 ▲0.9%261,9230.3%Consumer Discretionary
International Business Machines Corporation stock logo
IBM
International Business Machines
$4,419,584$78,517 ▼-1.7%20,0950.3%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,342,023$55,499 ▲1.3%61,4930.3%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$4,294,645$264,315 ▲6.6%82,0210.3%ETF
Globus Medical, Inc. stock logo
GMED
Globus Medical
$4,089,390$718,441 ▲21.3%54,5980.3%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$3,956,004$40,546 ▼-1.0%15,1230.3%Healthcare
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$3,954,302$232,129 ▲6.2%85,9070.3%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$3,831,971$43,729 ▼-1.1%44,5160.3%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,735,0250.0%50.3%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$3,713,984$175,751 ▼-4.5%8,6430.3%Industrials
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,690,159$265,377 ▲7.7%52,6040.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,214,067$35,845 ▼-1.1%11,2980.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,139,924$24,049 ▲0.8%16,0590.2%ETF
Zeta Global Holdings Corp A
$3,057,996$100,771 ▲3.4%96,8640.2%Stock
DFAE
Dimensional Emerging Core Equity Market ETF
$2,872,390$136,249 ▲5.0%73,0700.2%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$2,754,419$242,199 ▲9.6%66,4840.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,726,920$4,645 ▼-0.2%10,5670.2%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,590,335$18,481 ▼-0.7%26,2100.2%Healthcare
Dimensional US High Profitability ETF
$2,576,597$2,576,597 ▲New Holding61,4790.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,553,107$2,513 ▼-0.1%101,5960.2%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,468,724$142,562 ▼-5.5%29,7330.2%ETF
VanEck Merk Gold ETF stock logo
OUNZ
VanEck Merk Gold ETF
$2,328,245$688,634 ▲42.0%58,3520.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,288,257$369,149 ▼-13.9%15,7510.2%Consumer Staples
BlackRock
$2,260,508$476,231 ▲26.7%2,1360.2%Stock
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,128,239$80,327 ▲3.9%7,2860.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,120,123$38,916 ▼-1.8%2,6150.2%Industrials
DFA Tax Advantaged US Core Equity 2
$2,097,217$2,097,217 ▲New Holding47,1810.1%ETF
Space Exploration Technologies (SpaceX)
$2,080,071$2,042,054 ▲5,371.4%13,7880.1%Stock
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,925,767$10,725 ▼-0.6%34,4750.1%ETF
Penumbra, Inc. stock logo
PEN
Penumbra
$1,887,120$554,867 ▼-22.7%5,9280.1%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,881,4410.0%2,7870.1%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$1,846,085$51,209 ▼-2.7%6,4890.1%Consumer Discretionary
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,788,136$108,482 ▼-5.7%19,1370.1%Industrials
RTX Corporation stock logo
RTX
RTX
$1,784,839$4,456 ▼-0.2%9,6140.1%Industrials
American Express Company stock logo
AXP
American Express
$1,759,2190.0%5,7850.1%Finance
Kratos Defense & Security Solutions, Inc. stock logo
KTOS
Kratos Defense & Security Solutions
$1,715,626$1,035,702 ▲152.3%40,1880.1%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,688,981$113,204 ▲7.2%51,9210.1%ETF
Evercore Inc stock logo
EVR
Evercore
$1,682,248$25,750 ▼-1.5%6,5330.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$1,673,249$75,886 ▼-4.3%5,3580.1%Industrials
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,667,400$155,346 ▲10.3%41,5600.1%ETF
Dimensional U.S. Small Cap ETF
$1,659,780$1,659,780 ▲New Holding21,4390.1%ETF
GE Vernova
$1,588,269$221,464 ▼-12.2%1,6710.1%Stock
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$1,500,389$35,610 ▼-2.3%44,5350.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,490,418$217,232 ▼-12.7%19,2930.1%ETF

Showing largest 100 holdings. View all holdings.
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