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Washington Trust Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 29 July 2026, signed by Olalekan F Adeduji, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Washington Trust Advisors’ reported 13F holdings total $1.35B across 724 positions as of 30 June 2026. The ten largest make up 43.5% of it, and its value rose 8.9% from the prior quarter.

$1.35B
Reported 13F value
724
Positions
43.5%
In the 10 largest
+8.9%
Value vs. prior quarter

Largest positions

Quanta ServicesStock$102M
Class
Stock
Share
7.6%
Palo Alto NetworksStock$78M
Class
Stock
Share
5.8%
AppleStock$77M
Class
Stock
Share
5.7%
Alphabet CL CStock$70.1M
Class
Stock
Share
5.2%
Alphabet CL AStock$53.6M
Class
Stock
Share
4.0%
AmazonStock$47.2M
Class
Stock
Share
3.5%
VisaStock$44.4M
Class
Stock
Share
3.3%
Meta PlatformsStock$38.2M
Class
Stock
Share
2.8%
Deere & CoStock$37.8M
Class
Stock
Share
2.8%
NvidiaStock$37.8M
Class
Stock
Share
2.8%
Berkshire Hathaway BStock$33.2M
Class
Stock
Share
2.5%
Booking HoldingsStock$31.9M
Class
Stock
Share
2.4%
Iqvia HoldingsStock$23.4M
Class
Stock
Share
1.7%
Schwab Fundamental U.S. Large Company ETFETF$22.9M
Class
ETF
Share
1.7%
ResmedStock$22.6M
Class
Stock
Share
1.7%
Uber TechnologiesStock$19.9M
Class
Stock
Share
1.5%
MicrosoftStock$19.4M
Class
Stock
Share
1.4%
Vanguard S&P 500 Index Fd ETFETF$19.3M
Class
ETF
Share
1.4%
Jacobs SolutionsStock$19.3M
Class
Stock
Share
1.4%
Regeneron PharmaceuticalsStock$17.3M
Class
Stock
Share
1.3%
StarbucksStock$16.6M
Class
Stock
Share
1.2%
PepsicoStock$15.8M
Class
Stock
Share
1.2%
Becton DickinsonStock$14.5M
Class
Stock
Share
1.1%
SnowflakeStock$14.1M
Class
Stock
Share
1.0%
Sphere EntertainmentStock$13.5M
Class
Stock
Share
1.0%
Brookfield Renewable Corp.Stock$13.4M
Class
Stock
Share
1.0%
Walt Disney CompanyStock$12.1M
Class
Stock
Share
0.9%
Edwards LifesciencesStock$11.7M
Class
Stock
Share
0.9%
Johnson & JohnsonStock$11.4M
Class
Stock
Share
0.8%
Zebra TechStock$11.2M
Class
Stock
Share
0.8%
Vanguard Growth ETFETF$10.7M
Class
ETF
Share
0.8%
Exxon MobilStock$10.7M
Class
Stock
Share
0.8%
EcolabStock$10.4M
Class
Stock
Share
0.8%
Schwab Fundamental International Equity ETFETF$10.1M
Class
ETF
Share
0.7%
Air ProductsStock$9.81M
Class
Stock
Share
0.7%
JP Morgan ChaseStock$9.56M
Class
Stock
Share
0.7%
S&P GlobalStock$9.36M
Class
Stock
Share
0.7%
Vanguard Tax-exempt Bond ETFETF$9.15M
Class
ETF
Share
0.7%
ASML Holding NVADR$9.09M
Class
ADR
Share
0.7%
Veeva SystemsStock$8.85M
Class
Stock
Share
0.7%
American TowerREIT$8.31M
Class
REIT
Share
0.6%
XylemStock$8.29M
Class
Stock
Share
0.6%
Vanguard Value IndexETF$7.54M
Class
ETF
Share
0.6%
WalmartStock$7.22M
Class
Stock
Share
0.5%
Intuitive SurgicalStock$6.69M
Class
Stock
Share
0.5%
Invitation HomesREIT$6.16M
Class
REIT
Share
0.5%
Kinder MorganStock$6.09M
Class
Stock
Share
0.5%
SPDR Tr (S&P 500)ETF$5.92M
Class
ETF
Share
0.4%
Vanguard Total Stock VipersETF$5.78M
Class
ETF
Share
0.4%
IBMStock$5.75M
Class
Stock
Share
0.4%

The share class is shown on a wider screen.

The 50 largest of 724 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1900099
File number
028-21807
Options
0 call, 0 put
In the 25 largest
66.0%
Prior quarter
$1.24B at 31 March 2026
Positions opened
95
Positions closed
55

Common questions

What are Washington Trust Advisors’ 13F holdings worth?

$1.35 billion across 724 positions for the quarter ended 30 June 2026.

What is Washington Trust Advisors’ largest 13F holding?

Quanta Services (Stock) was the largest position at $102 million, or 7.6% of reported 13F value, as of 30 June 2026.

How concentrated is Washington Trust Advisors’ 13F portfolio?

The ten largest positions accounted for 43.5% of reported value and the twenty-five largest for 66.0%, across 724 positions as of 30 June 2026.

Does Form 13F show everything Washington Trust Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Washington Trust Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Washington Trust Advisors profile

Sources

  1. Form 13F-HR, accession 0001900099-26-000003, filed 29 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001900099-26-000002, filed 6 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Washington Trust Advisors, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.