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Q3 2026 13F · SEC CIK 1900099

Washington Trust Advisors, Inc.

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.4B
Reported positions
700
Top holdings a year, 3 yrs
+19.9%
Assets under management
$2.4B

Washington Trust Advisors, Inc. is a wealth manager that reported 700 positions worth $1.4B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Quanta Svcs Inc (PWR, 6.4%), Apple Inc (AAPL, 6.2%), Palo Alto Networks Inc (PANW, 6.0%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.

Washington Trust Advisors, Inc. holdings largest 50 of 700 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Washington Trust Advisors, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
PWRQuanta Svcs Inc6.4%-1.8%$89.2M
AAPLApple Inc6.2%-1.8%$87.1M
PANWPalo Alto Networks Inc6.0%-7.1%$84.4M
GOOGAlphabet Inc4.8%-0.3%$67.4M
GOOGLAlphabet Inc3.6%-1.3%$50.9M
METAMeta Platforms Inc3.5%-0.1%$49.1M
AMZNAmazon Com Inc3.5%-0.5%$49.1M
VVisa Inc3.3%-0.3%$46.3M
NVDANvidia Corporation3.1%-0.3%$43.0M
DEDeere & Co2.7%-4.7%$38.1M
BRK-BBerkshire Hathaway Inc Del2.3%-2.1%$32.3M
IQVIqvia Hldgs Inc2.2%-3.9%$31.2M
BKNGBooking Holdings Inc2.1%-0.0%$29.1M
MSFTMicrosoft Corp1.9%-1.0%$26.3M
RMDResmed Inc1.8%-0.2%$25.5M
FNDXSchwab Strategic Tr1.7%+0.1%$23.2M
VOOVanguard Index Fds1.6%+10.3%$21.8M
JJacobs Solutions Inc1.5%-0.5%$20.6M
REGNRegeneron Pharmaceuticals1.4%-6.8%$19.6M
UBERUber Technologies Inc1.3%-0.2%$18.9M
SNOWSnowflake Inc1.3%-3.6%$18.2M
BDXBecton Dickinson & Co1.2%-0.5%$17.1M
ZBRAZebra Technologies Corporati1.1%+0.4%$15.9M
SBUXStarbucks Corp1.1%-0.9%$15.1M
PEPPepsico Inc1.0%-0.6%$14.7M
VEEVVeeva Sys Inc1.0%+0.1%$14.2M
DISDisney Walt Co0.9%-1.8%$13.0M
XOMExxonmobil Holdings Corp0.9%-0.7%$12.6M
JNJJohnson & Johnson0.8%-0.1%$11.9M
EWEdwards Lifesciences Corp0.8%-0.4%$11.1M
VUGVanguard Index Fds0.8%-1.2%$11.1M
SPHRSphere Entertainment Co0.7%-2.5%$10.2M
FNDFSchwab Strategic Tr0.7%-1.2%$10.1M
ECLEcolab Inc0.7%-2.0%$10.0M
BEPCBrookfield Renewable Corp Cl A Ex Sub Vt0.7%-2.1%$10.0M
TEMTempus Ai Inc0.7%—$9.9M
JPMJpmorgan Chase & Co0.7%-1.7%$9.5M
ISRGIntuitive Surgical Inc0.7%+35.0%$9.2M
SPGIS&p Global Inc0.7%+1.4%$9.2M
APDAir Products and Chemicals I0.6%-3.2%$9.0M
VTEBVanguard Mun Bd Fds0.6%+2.3%$8.8M
ASMLAsml Hldg NV0.6%-1.0%$8.2M
AXSMAxsome Therapeutics, Inc.0.6%—$8.1M
VTVVanguard Index Fds0.5%+0.3%$7.5M
XYLXylem Inc0.5%-0.9%$7.0M
WMTWalmart Inc0.5%-0.4%$6.6M
AMTAmerican Tower Corp0.5%-21.8%$6.5M
VTIVanguard Index Fds0.4%+3.7%$6.1M
MDLNMedline Inc0.4%—$5.8M
WATWaters Corp0.4%—$5.7M

What Washington Trust Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+24.1% /yr
S&P 500 +20.1%
3 years
+19.9% /yr
S&P 500 +20.4%
5 years
+13.8% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$1.4B700
Q2 2026$1.3B724
Q1 2026$1.2B684
Q4 2025$1.3B585
Q3 2025$1.3B688
Q2 2025$1.2B634
Q1 2025$1.1B639
Q4 2024$1.2B646
Q3 2024$1.2B661
Q2 2024$1.1B659
Q1 2024$1.1B659
Q4 2023$1.0B665

Questions about Washington Trust Advisors, Inc.'s portfolio

What stocks does Washington Trust Advisors, Inc. own?

Washington Trust Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 700 positions worth $1.4B. The largest are Quanta Svcs Inc (PWR) at 6.4%, Apple Inc (AAPL) at 6.2%, Palo Alto Networks Inc (PANW) at 6.0%, Alphabet Inc (GOOG) at 4.8% and Alphabet Inc (GOOGL) at 3.6%.

What did Washington Trust Advisors, Inc. buy last quarter?

In Q3 2026, Washington Trust Advisors, Inc. added Intuitive Surgical Inc (ISRG) (+35.0% shares) and Vanguard Index Fds (VOO) (+10.3% shares), compared with its Q2 2026 filing.

What did Washington Trust Advisors, Inc. sell last quarter?

In Q3 2026, Washington Trust Advisors, Inc. cut from its top 50 Invitation Homes Inc (INVH), cut from its top 50 Kinder Morgan Inc Del (KMI), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 International Business Machs (IBM), American Tower Corp (AMT) (-21.8% shares), Palo Alto Networks Inc (PANW) (-7.1% shares) and Regeneron Pharmaceuticals (REGN) (-6.8% shares), compared with its Q2 2026 filing.

How has Washington Trust Advisors, Inc.'s portfolio performed?

A portfolio copying Washington Trust Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.1% against +20.1%. Over 5 years: +13.8% a year against +13.0%.

When is Washington Trust Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Washington Trust Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Washington Trust Advisors, Inc. manage?

Washington Trust Advisors, Inc. reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.