Washington Trust Advisors, Inc.
Sector Allocation
- Technology36.0%$503.7M
- Industrials13.8%$193.4M
- Other12.8%$179.3M
- Healthcare12.3%$171.5M
- Financials8.6%$120.8M
- Consumer Discretionary7.4%$103.7M
- Consumer Staples2.3%$32.3M
- Communication Services1.7%$24.3M
- Materials1.6%$21.8M
- Energy1.6%$21.7M
AUM History
13fpro.ai/research/fund/washington-trust-advisors-inc-1900099
Conviction and streaks
Stable · top 10 = 43.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
PWR
$89.2MAAPL
$87.1MPANW
$84.4MGOOG
$67.4MGOOGL
$50.9MMETA
$49.1MAMZN
$49.1MV
$46.3MNVDA
$43.0MDE
$38.1MBRK.B
$32.3MIQV
$31.2MBKNG
$29.1MMSFT
$26.3MRMD
$25.5M- Schwab$23.2M
- Vanguard$21.8M
J
$20.6MREGN
$19.6MUBER
$18.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/washington-trust-advisors-inc-1900099
Washington Trust Advisors, Inc. 13F holdings — Q3 2026
$1.4B portfolio (+3.9% QoQ) · 700 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
$89.2M
6.4% of stocks
-2%This quarter+4.8%Since filed10+ qtrsHeldAIQuality72.0#166Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$87.1M
6.2% of stocks
-2%This quarter-0.3%Since filed10+ qtrsHeld$84.4M
6.0% of stocks
-7%This quarter+13.2%Since filed10+ qtrsHeldAIQuality65.5#472Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$67.4M
4.8% of stocks
-0.3%This quarter-1.2%Since filed10+ qtrsHeld$50.9M
3.6% of stocks
-1%This quarter-1.2%Since filed10+ qtrsHeld$49.1M
3.5% of stocks
-0.1%This quarter-4.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$49.1M
3.5% of stocks
-0.5%This quarter+1.1%Since filed10+ qtrsHeld$46.3M
3.3% of stocks
-0.3%This quarter-3.0%Since filed10+ qtrsHeld$43.0M
3.1% of stocks
-0.3%This quarter+2.7%Since filed10+ qtrsHeld$38.1M
2.7% of stocks
-5%This quarter-0.6%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
All holdings — Washington Trust Advisors, Inc. (Q3 2026)
700 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $32.3M | 2.3% | 65K | -2% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | IQVIA HOLDINGS INC. | Healthcare | $31.2M | 2.2% | 116K | -4% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Booking Holdings Inc. | Consumer Discretionary | $29.1M | 2.1% | 179K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICROSOFT CORP | Technology | $26.3M | 1.9% | 51K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | RESMED INC | Healthcare | $25.5M | 1.8% | 115K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | Schwab Fundamental U.S. Large Company ETF - ETFetf/fund | — | $23.2M | 1.7% | 738K | +0.1% | — | — | 13F |
| 17 | — | Vanguard S&P 500 Index Fd ETF - ETFetf/fund | — | $21.8M | 1.6% | 31K | +10% | — | — | 13F |
| 18 | JACOBS SOLUTIONS INC. | Industrials | $20.6M | 1.5% | 152K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | REGENERON PHARMACEUTICALS, INC. | Healthcare | $19.6M | 1.4% | 26K | -7% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Uber Technologies, Inc | Technology | $18.9M | 1.4% | 276K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Snowflake Inc. | Technology | $18.2M | 1.3% | 54K | -4% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | BECTON DICKINSON & CO | Healthcare | $17.1M | 1.2% | 95K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ZEBRA TECHNOLOGIES CORP | Industrials | $15.9M | 1.1% | 43K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | STARBUCKS CORP | Consumer Discretionary | $15.1M | 1.1% | 161K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | PEPSICO INC | Consumer Staples | $14.7M | 1.1% | 116K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $VEEV | VEEVA SYSTEMS INC | Technology | $14.2M | 1.0% | 50K | +0.1% | |||
| 27 | $DIS | Walt Disney Co | Communication Services | $13.0M | 0.9% | 124K | -2% | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $12.6M | 0.9% | 78K | -0.7% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $11.9M | 0.8% | 45K | -0.1% | |||
| 30 | $EW | Edwards Lifesciences Corp | Healthcare | $11.1M | 0.8% | 129K | -0.4% | |||
| 31 | — | Vanguard Growth ETF - ETF | — | $11.1M | 0.8% | 123K | -1% | |||
| 32 | $SPHR | Sphere Entertainment Co. | Communication Services | $10.2M | 0.7% | 76K | -2% | |||
| 33 | — | Schwab Fundamental International Equity ETF - ETF | — | $10.1M | 0.7% | 188K | -1% | |||
| 34 | $ECL | ECOLAB INC. | Materials | $10.0M | 0.7% | 37K | -2% | |||
| 35 | $BEPC | Brookfield Renewable Corp | Utilities | $10.0M | 0.7% | 355K | -2% | |||
| 36 | $TEM | Tempus AI, Inc. | Technology | $9.9M | 0.7% | 121K | +36% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $9.5M | 0.7% | 29K | -2% | |||
| 38 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $9.2M | 0.7% | 23K | +35% | |||
| 39 | $SPGI | S&P Global Inc. | Financials | $9.2M | 0.7% | 23K | +1% | |||
| 40 | $APD | Air Products & Chemicals, Inc. | Materials | $9.0M | 0.6% | 32K | -3% | |||
| 41 | — | Vanguard Tax-Exempt Bond ETF - ETF | — | $8.8M | 0.6% | 185K | +2% | |||
| 42 | $ASML | ASML HOLDING NV | Technology | $8.2M | 0.6% | 4,528 | -1.0% | |||
| 43 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $8.1M | 0.6% | 44K | New | |||
| 44 | — | Vanguard Value Index - ETF | — | $7.5M | 0.5% | 35K | +0.3% | |||
| 45 | $XYL | Xylem Inc. | Industrials | $7.0M | 0.5% | 69K | -0.9% | |||
| 46 | $WMT | Walmart Inc. | Consumer Staples | $6.6M | 0.5% | 63K | -0.4% | |||
| 47 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $6.5M | 0.5% | 40K | -22% | |||
| 48 | — | Vanguard Total Stock VIPERS - ETF | — | $6.1M | 0.4% | 16K | +4% | |||
| 49 | $MDLN | Medline Inc. | Healthcare | $5.8M | 0.4% | 167K | +23% | |||
| 50 | $WAT | WATERS CORP /DE/ | Healthcare | $5.7M | 0.4% | 13K | -0.2% | |||
| 51 | $KMI | KINDER MORGAN, INC. | Energy | $5.7M | 0.4% | 188K | -1% | |||
| 52 | $SPY | SPDR S&P 500 ETF TRUST | — | $5.5M | 0.4% | 7,154 | -10% | |||
| 53 | $INVH | Invitation Homes Inc. | Real Estate | $5.0M | 0.4% | 192K | -6% | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $4.9M | 0.3% | 45K | -1% | |||
| 55 | — | iShares IBOXX High Yield Bond Index - ETF | — | $4.9M | 0.3% | 63K | +0.2% | |||
| 56 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $4.8M | 0.3% | 73K | +180% | |||
| 57 | $CHWY | Chewy, Inc. | Consumer Discretionary | $4.8M | 0.3% | 262K | +0.9% | |||
| 58 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.4M | 0.3% | 20K | -2% | |||
| 59 | — | Vanguard FTSE Dev Markets - ETF | — | $4.3M | 0.3% | 61K | +1% | |||
| 60 | — | DFA US Core Equity ETF - ETF | — | $4.3M | 0.3% | 82K | +7% | |||
| 61 | $GMED | GLOBUS MEDICAL INC | Healthcare | $4.1M | 0.3% | 55K | +21% | |||
| 62 | $ABBV | AbbVie Inc. | Healthcare | $4.0M | 0.3% | 15K | -1% | |||
| 63 | — | Dimensional National Municipal Bond ETF - ETF | — | $4.0M | 0.3% | 86K | +6% | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $3.8M | 0.3% | 45K | -1% | |||
| 65 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.3% | 5 | — | |||
| 66 | $ETN | Eaton Corp plc | Industrials | $3.7M | 0.3% | 8,643 | -5% | |||
| 67 | — | Vanguard Total Bond Market ETF - ETF | — | $3.7M | 0.3% | 53K | +8% | |||
| 68 | — | Vanguard Small-Cap ETF - ETF | — | $3.2M | 0.2% | 11K | -1% | |||
| 69 | — | Vanguard Mid-Cap Value ETF - ETF | — | $3.1M | 0.2% | 16K | +0.8% | |||
| 70 | $ZETA | Zeta Global Holdings Corp. | Technology | $3.1M | 0.2% | 97K | +3% | |||
| 71 | — | DFA Emerging Core Equity Market ETF - ETF | — | $2.9M | 0.2% | 73K | +5% | |||
| 72 | — | DFA International Core Equity Market ETF - ETF | — | $2.8M | 0.2% | 66K | +10% | |||
| 73 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.7M | 0.2% | 11K | -0.2% | |||
| 74 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.6M | 0.2% | 26K | -0.7% | |||
| 75 | — | Dimensional US High Profitability ETF - ETF | — | $2.6M | 0.2% | 61K | +0.4% | |||
| 76 | — | Schwab US TIPS ETF - ETF | — | $2.6M | 0.2% | 102K | -0.1% | |||
| 77 | — | DFA Tax Managed US Equity - ETF | — | $2.5M | 0.2% | 30K | -5% | |||
| 78 | $OUNZ | VanEck Merk Gold ETF | Financials | $2.3M | 0.2% | 58K | +42% | |||
| 79 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.2% | 16K | -14% | |||
| 80 | $BLK | BlackRock, Inc. | Financials | $2.3M | 0.2% | 2,136 | +27% | |||
| 81 | — | Vanguard Mid-Cap Growth ETF - ETF | — | $2.1M | 0.1% | 7,286 | +4% | |||
| 82 | $CAT | CATERPILLAR INC | Industrials | $2.1M | 0.1% | 2,615 | -2% | |||
| 83 | — | DFA Tax Advantaged US Core Equity 2 - ETF | — | $2.1M | 0.1% | 47K | +21% | |||
| 84 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.1M | 0.1% | 14K | +5371% | |||
| 85 | — | Dimensional International Value ETF - ETF | — | $1.9M | 0.1% | 34K | -0.6% | |||
| 86 | $PEN | Penumbra Inc | Healthcare | $1.9M | 0.1% | 5,928 | -23% | |||
| 87 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.9M | 0.1% | 2,787 | — | |||
| 88 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.1% | 6,489 | -3% | |||
| 89 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.8M | 0.1% | 19K | -6% | |||
| 90 | $RTX | RTX Corp | Industrials | $1.8M | 0.1% | 9,614 | -0.2% | |||
| 91 | $AXP | AMERICAN EXPRESS CO | Financials | $1.8M | 0.1% | 5,785 | — | |||
| 92 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $1.7M | 0.1% | 40K | +152% | |||
| 93 | — | Schwab US Dividend Equity ETF - ETF | — | $1.7M | 0.1% | 52K | +7% | |||
| 94 | $EVR | Evercore Inc. | Financials | $1.7M | 0.1% | 6,533 | -2% | |||
| 95 | $GE | GENERAL ELECTRIC CO | Industrials | $1.7M | 0.1% | 5,358 | -4% | |||
| 96 | — | DFA Core Fixed Income ETF - ETF | — | $1.7M | 0.1% | 42K | +10% | |||
| 97 | — | Dimensional U.S. Small Cap ETF - ETF | — | $1.7M | 0.1% | 21K | +11% | |||
| 98 | $GEV | GE Vernova Inc. | Industrials | $1.6M | 0.1% | 1,671 | -12% | |||
| 99 | — | Dimensional International High Profitability ETF - ETF | — | $1.5M | 0.1% | 45K | -2% | |||
| 100 | — | Vanguard Short Term Corp Bond Index - ETF | — | $1.5M | 0.1% | 19K | -13% | |||
| 101 | — | Dimensional Short-Duration Fixed Income ETF - ETF | — | $1.4M | 0.1% | 30K | +24% | |||
| 102 | $FDX | FEDEX CORP | Industrials | $1.4M | 0.1% | 4,896 | — | |||
| 103 | $UNP | UNION PACIFIC CORP | Industrials | $1.3M | 0.1% | 4,707 | — | |||
| 104 | — | Vanguard Small-Cap Growth ETF - ETF | — | $1.2M | 0.1% | 3,683 | -1% | |||
| 105 | $PFE | PFIZER INC | Healthcare | $1.2M | 0.1% | 43K | -0.9% | |||
| 106 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.1% | 1,014 | +5% | |||
| 107 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.2M | 0.1% | 6,256 | -8% | |||
| 108 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $1.1M | 0.1% | 31K | -1% | |||
| 109 | $CSW | CSW INDUSTRIALS, INC. | Materials | $1.1M | 0.1% | 3,900 | — | |||
| 110 | — | iShares Core S&P Mid Cap - ETF | — | $1.1M | 0.1% | 16K | -9% | |||
| 111 | $FRPT | Freshpet, Inc. | Consumer Staples | $1.1M | 0.1% | 19K | +2% | |||
| 112 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.1% | 7,493 | -4% | |||
| 113 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.1M | 0.1% | 6,907 | — | |||
| 114 | — | iShares Core MSCI EAFE - ETF | — | $1.1M | 0.1% | 11K | -0.7% | |||
| 115 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.1% | 5,526 | +20% | |||
| 116 | — | Vanguard Emerging Markets - ETF | — | $1.0M | 0.1% | 17K | -1% | |||
| 117 | — | iShares S&P 500 - ETF | — | $1.0M | 0.1% | 1,333 | -3% | |||
| 118 | $MCO | MOODYS CORP /DE/ | Financials | $987K | 0.1% | 2,174 | -15% | |||
| 119 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $950K | 0.1% | 1,044 | -14% | |||
| 120 | $EQIX | EQUINIX INC | Real Estate | $943K | 0.1% | 933 | — | |||
| 121 | — | Vanguard Total International Bond Index Fund ETF - ETF | — | $909K | 0.1% | 19K | +3% | |||
| 122 | — | iShares MSCI EAFE - ETF | — | $894K | 0.1% | 8,601 | -1% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $891K | 0.1% | 4,284 | +46% | |||
| 124 | — | Schwab Fundamental U.S. Small Company ETF - ETF | — | $888K | 0.1% | 25K | — | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $873K | 0.1% | 2,865 | — | |||
| 126 | — | iShares Russell Growth - ETF | — | $850K | 0.1% | 6,789 | -15% | |||
| 127 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $805K | 0.1% | 25K | +0.2% | |||
| 128 | $TSLA | Tesla, Inc. | Consumer Discretionary | $800K | 0.1% | 2,256 | -5% | |||
| 129 | $AVGO | Broadcom Inc. | Technology | $800K | 0.1% | 2,278 | -7% | |||
| 130 | $CVX | CHEVRON CORP | Energy | $798K | 0.1% | 3,910 | -3% | |||
| 131 | — | Dimensional US Large Cap Value ETF - ETF | — | $791K | 0.1% | 20K | -2% | |||
| 132 | $PLD | Prologis, Inc. | Real Estate | $782K | 0.1% | 6,023 | — | |||
| 133 | — | iShares S&P Small Cap 600 - ETF | — | $773K | 0.1% | 5,686 | +0.1% | |||
| 134 | $INTC | INTEL CORP | Technology | $756K | 0.1% | 6,288 | -9% | |||
| 135 | $PLTR | Palantir Technologies Inc. | Technology | $754K | 0.1% | 4,029 | +6% | |||
| 136 | $ITT | ITT INC. | Industrials | $747K | 0.1% | 3,703 | — | |||
| 137 | $ICLR | ICON PLC | Healthcare | $734K | 0.1% | 4,315 | -10% | |||
| 138 | $SLB | SLB LIMITED/NV | Energy | $730K | 0.1% | 15K | — | |||
| 139 | — | DFA International Small Cap ETF - ETF | — | $718K | 0.1% | 20K | +0.5% | |||
| 140 | — | SPDR Dow Jones Industrial Average ETF - ETF | — | $701K | 0.1% | 1,379 | +0.1% | |||
| 141 | $NBTB | NBT BANCORP INC | Financials | $683K | 0.1% | 14K | — | |||
| 142 | — | iShares MSCI Emerging Markets - ETF | — | $676K | 0.1% | 10K | -7% | |||
| 143 | $GS | GOLDMAN SACHS GROUP INC | Financials | $655K | 0.1% | 727 | — | |||
| 144 | — | Dimensional Global Ex US Core Fixed Income ETF - ETF | — | $652K | 0.1% | 13K | +29% | |||
| 145 | $PPG | PPG INDUSTRIES INC | Materials | $629K | 0.0% | 6,028 | +0.2% | |||
| 146 | — | Vanguard Mid Cap Index Fund ETF - ETF | — | $619K | 0.0% | 7,895 | +8% | |||
| 147 | — | DFA Tax-Managed US Marketwide Value - ETF | — | $619K | 0.0% | 11K | -3% | |||
| 148 | — | Vanguard Small Cap Value ETF - ETF | — | $594K | 0.0% | 2,570 | +0.1% | |||
| 149 | $GLD | SPDR GOLD TRUST | Financials | $593K | 0.0% | 1,558 | — | |||
| 150 | $TXN | TEXAS INSTRUMENTS INC | Technology | $593K | 0.0% | 2,118 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 44 new, 138 added to, 201 trimmed, 68 sold out. Share-count changes; largest moves by dollar size first.
New positions (44)
- U.S. SMALL CAP VALUE PORTFOLIO: ETF CLASS SHARES - ETF$151K
first bought this quarter
- DFA Global Core Plus Fixed Income ETF - ETF$90K
first bought this quarter
$NMZNUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND$69K
first bought this quarter
$SPOTSpotify Technology S.A.$62K
first bought this quarter
$NZFNuveen Municipal Credit Income Fund$58K
first bought this quarter
$SANBanco Santander, S.A.$37K
first bought this quarter
+38 more in the Excel export
Added to (138)
$ARWRARROWHEAD PHARMACEUTICALS, INC.+180%
now $4.8M · held 10+ qtrs, 3 adds in a row
$TEMTempus AI, Inc.+36%
now $9.9M · held 3 qtrs, 3 adds in a row
$ISRGINTUITIVE SURGICAL INC+35%
now $9.2M · held 10+ qtrs
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+5371%now $2.1M · held 2 qtrs, 2 adds in a row
- Vanguard S&P 500 Index Fd ETF - ETF+10%
now $21.8M
$MDLNMedline Inc.+23%
now $5.8M · held 2 qtrs, 2 adds in a row
+132 more in the Excel export
Trimmed (201)
now $84.4M · held 10+ qtrs, 2 trims in a row
$NKENIKE, Inc.-98%
now $32K
now $38.1M · held 10+ qtrs, 5 trims in a row
$AMTAMERICAN TOWER CORP /MA/-22%
now $6.5M · held 10+ qtrs, 4 trims in a row
now $89.2M · held 10+ qtrs, 5 trims in a row
now $87.1M · held 10+ qtrs, 5 trims in a row
+195 more in the Excel export
Holdings by quarter
Every 13F Washington Trust Advisors, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Washington Advisors?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Washington Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.9%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 8% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Washington Trust Advisors, Inc. disclosed 700 positions worth $1.4B in its Form 13F-HR for Q3 2026, led by $PWR (QUANTA SERVICES, INC.) at 6.4% of the equity portfolio, followed by $AAPL and $PANW. During the quarter the fund opened 44 new positions and exited 68 and a full exit from $EFX. The portfolio is most concentrated in Technology (36.0% of disclosed assets). All figures are sourced directly from Washington Trust Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1900099.
Funds like this
managers whose biggest positions overlap Washington Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Washington Trust Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Washington Trust Advisors, Inc. (SEC CIK: 1900099), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Washington Trust Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.