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CIK: 0001900099
Total reported value
$1.4B
$1.4B
724 檔
27.2%
The Q2 2026 SEC filing reveals that Washington Trust Advisors, Inc. held a total portfolio value of $1.4B, covering 724 public equity positions.
In Q2 2026, Washington Trust Advisors, Inc. adopted a defensive or profit-taking posture, trimming 103 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 724 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | Stock-Industrials | 7.55% | -1.18% | -10.54% | |
| 2 | PANW | Palo Alto Networks Inc | Stock-Tech | 5.79% | +0.24% | -6.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.72% | +0.50% | -5.24% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.20% | -0.39% | -4.61% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.98% | -0.34% | -4.02% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | +0.01% | -4.60% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.30% | +0.01% | -4.80% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.84% | +0.67% | -5.49% | |
| 9 | DE | Deere & Co | Stock-Industrials | 2.80% | -0.08% | -6.44% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | +0.27% | +5.75% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.46% | -0.15% | -6.69% | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.37% | -0.29% | +2273.31% | |
| 13 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.73% | +0.50% | -6.08% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.70% | -0.04% | -0.35% | |
| 15 | RMD | Resmed Inc | Stock-Healthcare | 1.67% | +0.15% | -3.40% | |
| 16 | UBER | Uber Technologies Inc | Stock-Industrials | 1.48% | -0.13% | -3.59% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.44% | +1.02% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.12% | +1.22% | |
| 19 | J | Jacobs Solutions Inc | Stock-Industrials | 1.43% | +0.04% | -2.72% | |
| 20 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.28% | +0.12% | -3.59% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.23% | -0.15% | -5.74% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.17% | -0.12% | -1.58% | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.08% | +0.14% | -0.08% | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 1.05% | +0.25% | -7.50% | |
| 25 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 1.00% | -0.27% | -14.03% | |
| 26 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.00% | -0.28% | -7.79% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.90% | +0.03% | -6.01% | |
| 28 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.87% | -0.07% | -3.14% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | — | -2.05% | |
| 30 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.83% | +0.31% | -6.05% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | -0.01% | +500.50% | |
| 32 | ✓ | Stock-Other | 0.79% | +0.11% | — | ||
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.77% | -0.05% | -6.45% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.75% | -0.03% | -0.43% | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.73% | -0.09% | -11.80% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.03% | -2.63% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.70% | -0.04% | +2.33% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.05% | +3.93% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | -0.09% | -1.55% | |
| 40 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.66% | +0.36% | +7.49% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.62% | -0.16% | -1.24% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.62% | -0.12% | +1.56% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.02% | +2.18% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.07% | -23.40% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | +0.16% | -0.80% | |
| 46 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.46% | -0.10% | -13.87% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.45% | -0.04% | -2.77% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.05% | +15.70% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | — | +3.10% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | -0.11% | -1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +2.6% | -6.11% | Trim |
| 2 | ✓ | +0.8% | NEW | New buy | |
| 3 | PWR | Quanta Services Inc | +0.5% | -10.54% | Trim |
| 4 | MDLN | Medline Inc-cl A | +0.4% | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -4.61% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.02% | Trim |
| 7 | SNOW | Snowflake Inc | +0.3% | -7.50% | Trim |
| 8 | NVDA | Nvidia CORP | +0.3% | +5.75% | Add |
| 9 | ASML | ASML Holding N.V. | +0.2% | -1.55% | Trim |
| 10 | TEM | Tempus Ai Inc-cl A | +0.2% | +49.06% | Add |
| 11 | SPHR | Sphere Entertainment Co | +0.1% | -14.03% | Trim |
| 12 | ZETA | Zeta Global Holdings Corp-a | +0.1% | NEW | New buy |
| 13 | GMED | Globus Medical Inc - A | +0.1% | +116.83% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.22% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +15.70% | Add |
| 16 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | -6.05% | Trim |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +500.50% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -11.88% | Trim |
| 19 | DFAU | Dimensional US Core Equity M | +0.1% | +18.41% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.64% | Add |
| 21 | KTOS | Kratos Defense & Security | +0.1% | NEW | New buy |
| 22 | WAT | Waters CORP | +0.1% | -0.28% | Trim |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.10% | Add |
| 24 | INTC | Intel CORP | 0% | -19.34% | Trim |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | -0.35% | Trim |
| 26 | ARWR | Arrowhead Pharmaceuticals In | 0% | +3.60% | Add |
| 27 | DFAC | Dimensional US Core Equity 2 | 0% | +28.42% | Add |
| 28 | MU | Micron Technology Inc | 0% | +184.78% | Add |
| 29 | ✓ | 0% | NEW | New buy | |
| 30 | VTV | Vanguard Value ETF | 0% | +2.18% | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | -1.64% | Trim |
| 32 | VB | Vanguard Small-cap ETF | 0% | -0.17% | Trim |
| 33 | DFAI | Dimensional International Co | 0% | +14.36% | Add |
| 34 | DFAE | Dimensional Emerging Core Eq | 0% | -1.49% | Trim |
| 35 | VOT | Vanguard Mid-cap Growth ETF | 0% | +2.32% | Add |
| 36 | DFAS | Dimensional US Small Cap ETF | 0% | +13.65% | Add |
| 37 | BLK | Blackrock Inc | 0% | +27.15% | Add |
| 38 | FRPT | Freshpet Inc | 0% | +41.87% | Add |
| 39 | BKMI | Bny Mellon Muni Int ETF | 0% | NEW | New buy |
| 40 | DFGX | Dimsnl Intr Cf In Etf-usd In | 0% | +124.03% | Add |
| 41 | ETN | Eaton Corporation plc | 0% | -6.26% | Trim |
| 42 | COST | Costco Wholesale CORP | 0% | +48.18% | Add |
| 43 | DUHP | Dimensional US High Profi Et | 0% | +0.14% | Add |
| 44 | ICLR | ICON Public Limited Company | 0% | -9.50% | Trim |
| 45 | EVR | Evercore Inc - A | 0% | -2.21% | Trim |
| 46 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 47 | TXN | Texas Instruments Inc | 0% | -2.00% | Trim |
| 48 | AXP | American Express Co | 0% | — | Unchanged |
| 49 | PNC | Pnc Financial Services Group | 0% | +192.53% | Add |
| 50 | VBR | Vanguard Small-cap Value ETF | 0% | +26.95% | Add |
According to official SEC Form 13F filings, Washington Trust Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 724 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PWR, PANW, AAPL) accounted for 27.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $10.7M
Top Position Liquidated / Trimmed
XOM
前期市值: $13.6M
During Q2 2026, Washington Trust Advisors, Inc.'s top holdings by market value included PWR (7.5%)、PANW (5.8%)、AAPL (5.7%). The largest single position, PWR, represented 7.5% of total portfolio value.
In Q2 2026, Washington Trust Advisors, Inc. made 183 total portfolio adjustments, initiating 14 new buys, adding to 62 positions, trimming 103 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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