WT

Washington Trust Advisors, Inc.

Diversified strategyMomentum followerLong-term holder

Total reported value

$1.2B

Reporting period: 2026-03-31 · Number of holdings: 870

Washington Trust Advisors, Inc. disclosed 870 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 15.1%.

Personality snowflake

Concentration
9.57
Portfolio Stability
15.14
Momentum/Contrarian
100
Sector conviction
42.15
Diversification
100
Sizing Uniformity
60.76

Recent moves

  • Add PWR

    -7.0%　$15.0M

  • Add SPGI

    +2142.1%　$9.0M

  • Trim BKNG

    -1.3%　-$9.2M

  • Add DE

    -3.9%　$5.0M

  • Trim IQV

    -2.3%　-$7.7M

  • Trim V

    -2.1%　-$7.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 684 holdings (of 870 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1PWRQuanta Services INCStock-Industrials7.01%+1.53%-7.02%
2AAPLApple INCStock-Tech5.76%-0.22%-2.41%
3GOOGAlphabet Inc-cl CStock-Comm Services4.82%-0.30%-2.66%
4GOOGLAlphabet Inc-cl AStock-Comm Services3.63%-0.20%-2.47%
5AMZNAmazon.com INCStock-Consumer Disc3.50%-0.22%-1.64%
6VVisa Inc-class A SharesStock-Financials3.32%-0.40%-2.07%
7METAMeta Platforms Inc-class AStock-Comm Services3.32%-0.39%-2.43%
8PANWPalo Alto Networks INCStock-Tech3.16%-0.26%+0.18%
9DEDeere & CoStock-Industrials2.90%+0.55%-3.86%
10BRK-BBerkshire Hathaway Inc-cl BStock-Other2.75%-0.12%-4.94%
11BKNGBooking Holdings INCStock-Consumer Disc2.56%-0.56%-1.35%
12NVDANvidia CORPStock-Tech2.52%-0.03%-0.32%
13RMDResmed INCStock-Healthcare2.17%-0.09%-2.24%
14REGNRegeneron PharmaceuticalsStock-Healthcare1.80%—-2.34%
15IQVIqvia Holdings INCStock-Healthcare1.78%-0.49%-2.28%
16FNDXSchwab Fndmntl US Lrg Co ETFETF-Other1.67%—-1.83%
17UBERUber Technologies INCStock-Industrials1.66%-0.17%-2.46%
18JJacobs Solutions INCStock-Industrials1.62%-0.01%-2.38%
19MSFTMicrosoft CORPStock-Tech1.54%-0.19%+9.93%
20PEPPepsico INCStock-Consumer Staples1.49%+0.16%-2.52%
21VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.34%—+5.09%
22BEPCBrookfield Renewable CORPStock-Utilities1.27%—-3.23%
23SBUXStarbucks CORPStock-Consumer Disc1.24%—-3.20%
24BDXBecton Dickinson And CoStock-Healthcare1.22%-0.20%-0.02%
25XOMExxon Mobil CORPStock-Energy1.10%+0.36%-0.23%
26DISWalt Disney Co/theStock-Comm Services1.05%-0.16%-3.35%
27JNJJohnson & JohnsonStock-Healthcare0.91%+0.18%-0.04%
28APDAir Products & Chemicals INCStock-Materials0.89%—-14.76%
29EWEdwards Lifesciences CORPStock-Healthcare0.87%-0.03%-3.04%
30ECLEcolab INCStock-Materials0.86%—-3.69%
31SPHRSphere Entertainment CoStock-Comm Services0.86%+0.11%-12.54%
32WMTWalmart INCStock-Consumer Staples0.84%+0.13%-0.29%
33SPGIS&p Global INCStock-Financials0.77%+0.73%+2142.12%
34ZBRAZebra Technologies Corp-cl AStock-Tech0.76%-0.11%-3.20%
35FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other0.76%—-0.53%
36SNOWSnowflake INCStock-Tech0.73%-0.24%+3.66%
37VUGVanguard Growth ETFETF-Other0.73%-0.06%-2.44%
38AMTAmerican Tower CORPStock-Real Estate0.72%—-1.17%
39JPMJpmorgan Chase & CoStock-Financials0.71%-0.05%-2.28%
40VTEBVanguard Tax-exempt Bond ETFETF-Other0.70%—-2.46%
41XYLXylem INCStock-Industrials0.67%—+6.51%
42VEEVVeeva Systems Inc-class AStock-Healthcare0.66%-0.13%-0.26%
43ISRGIntuitive Surgical INCStock-Healthcare0.63%-0.12%-2.65%
44CHWYChewy INC - Class AStock-Consumer Disc0.60%-0.12%-2.84%
45VTVVanguard Value ETFETF-Other0.54%—-0.31%
46KMIKinder Morgan INCStock-Energy0.53%+0.11%-1.61%
47NKENike INC -cl BStock-Consumer Disc0.51%-0.09%-3.97%
48PENPenumbra INCStock-Healthcare0.50%—-7.07%
49ASMLASML Holding N.V.Stock-Tech0.50%+0.11%-3.53%
50INVHInvitation Homes INCStock-Real Estate0.48%-0.06%-6.66%
1–50 of 684

Holding changes this quarter

Washington Trust Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Waters CORP (WAT); New buy: Tempus Ai Inc-cl A (TEM); Trim: Quanta Services INC (PWR) — shares -7.02%; Add: S&p Global INC (SPGI) — shares +2142.12%; Trim: Booking Holdings INC (BKNG) — shares -1.35%.

Position changes disclosed by Washington Trust Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PWRQuanta Services INC+1.5%-7.02%Trim
2SPGIS&p Global INC+0.7%+2142.12%Add
3DEDeere & Co+0.6%-3.86%Trim
4XOMExxon Mobil CORP+0.4%-0.23%Trim
5JNJJohnson & Johnson+0.2%-0.04%Trim
6PEPPepsico INC+0.2%-2.52%Trim
7ARWRArrowhead Pharmaceuticals In+0.1%+4537.43%Add
8WMTWalmart INC+0.1%-0.29%Trim
9KMIKinder Morgan INC+0.1%-1.61%Trim
10ASMLASML Holding N.V.+0.1%-3.53%Trim
11SPHRSphere Entertainment Co+0.1%-12.54%Trim
12ETNEaton Corporation plc+0.1%+16.98%Add
13JJacobs Solutions INC0%-2.38%Trim
14NVDANvidia CORP0%-0.32%Trim
15EWEdwards Lifesciences CORP0%-3.04%Trim
16ADPAutomatic Data Processing0%-1.24%Trim
17JPMJpmorgan Chase & Co-0.1%-2.28%Trim
18EEMIshares Msci Emerging Market-0.1%-55.09%Trim
19IVVIshares Core S&p 500 ETF-0.1%-40.50%Trim
20VUGVanguard Growth ETF-0.1%-2.44%Trim
21INVHInvitation Homes INC-0.1%-6.66%Trim
22AREAlexandria Real Estate Equit-0.1%-37.84%Trim
23IBMIntl Business Machines CORP-0.1%-4.87%Trim
24RMDResmed INC-0.1%-2.24%Trim
25NKENike INC -cl B-0.1%-3.97%Trim
26EFAIshares Msci Eafe ETF-0.1%-59.57%Trim
27ZBRAZebra Technologies Corp-cl A-0.1%-3.20%Trim
28DOCUDocusign INC-0.1%-79.04%Trim
29BRK-BBerkshire Hathaway Inc-cl B-0.1%-4.94%Trim
30ISRGIntuitive Surgical INC-0.1%-2.65%Trim
31CHWYChewy INC - Class A-0.1%-2.84%Trim
32VEEVVeeva Systems Inc-class A-0.1%-0.26%Trim
33DISWalt Disney Co/the-0.2%-3.35%Trim
34UBERUber Technologies INC-0.2%-2.46%Trim
35MSFTMicrosoft CORP-0.2%+9.93%Add
36GOOGLAlphabet Inc-cl A-0.2%-2.47%Trim
37BDXBecton Dickinson And Co-0.2%-0.02%Trim
38AAPLApple INC-0.2%-2.41%Trim
39AMZNAmazon.com INC-0.2%-1.64%Trim
40SNOWSnowflake INC-0.2%+3.66%Add
41PANWPalo Alto Networks INC-0.3%+0.18%Add
42PYPLPaypal Holdings INC-0.3%-63.68%Trim
43GOOGAlphabet Inc-cl C-0.3%-2.66%Trim
44SPYSs Spdr S&p 500 ETF Trust-us-0.4%-50.46%Trim
45METAMeta Platforms Inc-class A-0.4%-2.43%Trim
46VVisa Inc-class A Shares-0.4%-2.07%Trim
47IQVIqvia Holdings INC-0.5%-2.28%Trim
48BKNGBooking Holdings INC-0.6%-1.35%Trim
49WATWaters CORP—NEWNew buy
50TEMTempus Ai Inc-cl A—NEWNew buy

FAQ

What is Washington Trust Advisors, Inc. and what type of investor is it?
Washington Trust Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 870 disclosed positions.
What are Washington Trust Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Washington Trust Advisors, Inc.'s top holdings by market value are: 1. Quanta Services INC (PWR) — $86.7M (7.0%) 2. Apple INC (AAPL) — $71.3M (5.8%) 3. Alphabet Inc-cl C (GOOG) — $59.6M (4.8%) 4. Alphabet Inc-cl A (GOOGL) — $44.9M (3.6%) 5. Amazon.com INC (AMZN) — $43.2M (3.5%)
What changes did Washington Trust Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Washington Trust Advisors, Inc. made 50 notable position adjustments: 2 new positions were initiated, 6 existing holdings were added to, 42 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Waters CORP (WAT); New buy: Tempus Ai Inc-cl A (TEM); Trim: Quanta Services INC (PWR) — shares -7.02%; Add: S&p Global INC (SPGI) — shares +2142.12%; Trim: Booking Holdings INC (BKNG) — shares -1.35%
What sectors does Washington Trust Advisors, Inc. focus on?
Washington Trust Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 19.0% • Industrials: 18.3% • Communication Services: 16.0% • Health Care: 14.6% • Consumer Discretionary: 10.5% • Financials: 10.1%