Washington Trust Advisors, Inc. Portfolio Stock Holdings
Washington Trust Advisors, Inc. disclosed 724 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include Quanta Services, Palo Alto Networks, and Apple. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 724
- Portfolio Value
- $1.3B
Holdings by Sector
Washington Trust Advisors, Inc. Portfolio Holdings in Q2 2026
698 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Quanta Services | PWR | Industrials | 7.55% | 141,309 | -16,651 | -10.54% | $101,748,595 |
| Palo Alto Networks | PANW | Technology | 5.79% | 228,607 | -14,876 | -6.11% | $77,959,559 |
| Apple | AAPL | Technology | 5.72% | 266,099 | -14,715 | -5.24% | $76,998,290 |
| Alphabet Cl C | GOOG | Communication Services | 5.20% | 198,282 | -9,573 | -4.61% | $70,058,861 |
| Alphabet Cl A | GOOGL | Communication Services | 3.98% | 149,892 | -6,273 | -4.02% | $53,567,027 |
| Amazon | AMZN | Consumer Cyclical | 3.50% | 198,001 | -9,549 | -4.60% | $47,191,559 |
| Visa | V | Financial Services | 3.30% | 129,395 | -6,522 | -4.80% | $44,394,080 |
| Meta Platforms | META | Communication Services | 2.84% | 67,808 | -3,937 | -5.49% | $38,195,202 |
| Deere & Co | DE | Industrials | 2.80% | 59,530 | -4,100 | -6.44% | $37,761,859 |
| NVIDIA | NVDA | Technology | 2.80% | 188,690 | +10,257 | +5.75% | $37,755,018 |
| Berkshire Hathaway B | BRK-B | Financial Services | 2.46% | 66,264 | -4,751 | -6.69% | $33,157,843 |
| Booking Holdings | BKNG | Consumer Cyclical | 2.37% | 178,758 | +171,226 | +2273.31% | $31,861,768 |
| IQVIA Holdings | IQV | Healthcare | 1.73% | 120,941 | -7,828 | -6.08% | $23,368,220 |
| Schwab Fundamental U.S. Large Company ETF | FNDX | Other | 1.70% | 737,035 | -2,555 | -0.35% | $22,921,773 |
| ResMed | RMD | Healthcare | 1.67% | 115,745 | -4,079 | -3.40% | $22,556,385 |
| Uber Technologies | UBER | Technology | 1.48% | 275,959 | -10,278 | -3.59% | $19,913,201 |
| Microsoft | MSFT | Technology | 1.44% | 51,895 | +526 | +1.02% | $19,357,870 |
| Vanguard S&P 500 Index Fd ETF | VOO | Other | 1.43% | 28,141 | +339 | +1.22% | $19,327,522 |
| Jacobs Solutions | J | Industrials | 1.43% | 153,088 | -4,278 | -2.72% | $19,289,088 |
| Regeneron Pharmaceuticals | REGN | Healthcare | 1.28% | 27,703 | -1,032 | -3.59% | $17,273,928 |
| Starbucks | SBUX | Consumer Cyclical | 1.23% | 161,961 | -9,855 | -5.74% | $16,550,795 |
| PepsiCo | PEP | Consumer Defensive | 1.17% | 116,493 | -1,871 | -1.58% | $15,773,120 |
| Becton Dickinson | BDX | Healthcare | 1.08% | 95,949 | -76 | -0.08% | $14,519,962 |
| Snowflake | SNOW | Technology | 1.05% | 55,518 | -4,502 | -7.50% | $14,129,331 |
| Sphere Entertainment | SPHR | Communication Services | 1.00% | 77,758 | -12,686 | -14.03% | $13,454,467 |
| Brookfield Renewable Corp | BEPC | Other | 1.00% | 362,218 | -30,594 | -7.79% | $13,445,532 |
| Walt Disney Company | DIS | Communication Services | 0.90% | 126,074 | -8,061 | -6.01% | $12,134,556 |
| Edwards Lifesciences | EW | Healthcare | 0.87% | 129,607 | -4,208 | -3.14% | $11,724,249 |
| Johnson & Johnson | JNJ | Healthcare | 0.85% | 44,934 | -942 | -2.05% | $11,411,968 |
| Zebra Tech | ZBRA | Technology | 0.83% | 42,509 | -2,739 | -6.05% | $11,190,919 |
| Vanguard Growth ETF | VUG | Other | 0.80% | 124,346 | +103,639 | +500.50% | $10,711,184 |
| Ecolab | ECL | Basic Materials | 0.77% | 37,344 | -2,573 | -6.45% | $10,404,518 |
| Schwab Fundamental International Equity ETF | FNDF | Other | 0.75% | 190,518 | -822 | -0.43% | $10,051,726 |
| Air Products | APD | Basic Materials | 0.73% | 33,458 | -4,478 | -11.80% | $9,809,216 |
| JP Morgan Chase | JPM | Financial Services | 0.71% | 29,204 | -788 | -2.63% | $9,559,365 |
| S&P Global | SPGI | Financial Services | 0.70% | 22,990 | +524 | +2.33% | $9,362,908 |
| Vanguard Tax-Exempt Bond ETF | VTEB | Other | 0.68% | 180,974 | +6,836 | +3.93% | $9,153,670 |
| ASML Holding NV | ASML | Other | 0.68% | 4,572 | -72 | -1.55% | $9,094,924 |
| Veeva Systems | VEEV | Healthcare | 0.66% | 49,843 | +3,475 | +7.49% | $8,845,637 |
| American Tower | AMT | Real Estate | 0.62% | 50,798 | -639 | -1.24% | $8,309,002 |
| Xylem | XYL | Industrials | 0.62% | 70,141 | +1,080 | +1.56% | $8,291,347 |
| Vanguard Value Index | VTV | Other | 0.56% | 34,613 | +737 | +2.18% | $7,543,173 |
| WalMart | WMT | Consumer Defensive | 0.54% | 63,712 | -19,468 | -23.40% | $7,216,021 |
| Intuitive Surgical | ISRG | Healthcare | 0.50% | 16,831 | -135 | -0.80% | $6,693,284 |
| Invitation Homes | INVH | Real Estate | 0.46% | 203,826 | -32,818 | -13.87% | $6,157,583 |
| Kinder Morgan | KMI | Energy | 0.45% | 190,409 | -5,430 | -2.77% | $6,087,371 |
| SPDR Tr (S&P 500) | SPY | Other | 0.44% | 7,931 | +1,076 | +15.70% | $5,922,307 |
| Vanguard Total Stock VIPERS | VTI | Other | 0.43% | 15,617 | +470 | +3.10% | $5,778,915 |
| IBM | IBM | Technology | 0.43% | 20,452 | -340 | -1.64% | $5,751,435 |
| Cisco Systems | CSCO | Technology | 0.40% | 46,003 | -6,203 | -11.88% | $5,403,598 |
| Tempus AI | TEM | Healthcare | 0.38% | 89,166 | +29,347 | +49.06% | $5,165,386 |
| Chewy | CHWY | Consumer Cyclical | 0.38% | 259,653 | -17,132 | -6.19% | $5,102,181 |
| iShares IBOXX High Yield Bond Index | HYG | Other | 0.37% | 63,034 | +173 | +0.28% | $5,040,860 |
| Waters Corp | WAT | Healthcare | 0.36% | 12,995 | -36 | -0.28% | $4,873,645 |
| Vanguard FTSE Dev Markets | VEA | Other | 0.32% | 60,707 | -718 | -1.17% | $4,325,386 |
| DFA US Core Equity ETF | DFAU | Other | 0.30% | 76,973 | +11,967 | +18.41% | $3,978,751 |
| Dimensional National Municipal Bond ETF | DFNM | Other | 0.29% | 80,864 | -1,223 | -1.49% | $3,908,578 |
| Eaton | ETN | Other | 0.29% | 9,052 | -605 | -6.26% | $3,857,239 |
| AbbVie | ABBV | Healthcare | 0.29% | 15,278 | -1,091 | -6.67% | $3,844,536 |
| Berkshire Hathaway A | BRK-A | Financial Services | 0.28% | 5 | - | - | $3,744,250 |
| Coca Cola | KO | Consumer Defensive | 0.27% | 45,024 | -5,725 | -11.28% | $3,659,133 |
| Vanguard Total Bond Market ETF | BND | Other | 0.27% | 48,821 | +343 | +0.71% | $3,583,986 |
| Globus Medical | GMED | Healthcare | 0.26% | 45,006 | +24,250 | +116.83% | $3,555,924 |
| Vanguard Small-Cap ETF | VB | Other | 0.26% | 11,424 | -20 | -0.17% | $3,462,951 |
| Vanguard Mid-Cap Value ETF | VOE | Other | 0.23% | 15,936 | +234 | +1.49% | $3,148,860 |
| Caterpillar | CAT | Industrials | 0.21% | 2,663 | +17 | +0.64% | $2,835,905 |
| DFA Emerging Core Equity Market ETF | DFAE | Other | 0.21% | 69,604 | -1,052 | -1.49% | $2,798,784 |
| Schwab US TIPS ETF | SCHP | Other | 0.20% | 101,696 | - | - | $2,694,944 |
| Proctor & Gamble | PG | Consumer Defensive | 0.20% | 18,292 | +778 | +4.44% | $2,682,290 |
| DFA Tax Managed US Equity | DFUS | Other | 0.19% | 31,450 | -4,465 | -12.43% | $2,577,027 |
| Dimensional US High Profitability ETF | DUHP | Other | 0.19% | 61,259 | +88 | +0.14% | $2,556,321 |
| DFA International Core Equity Market ETF | DFAI | Other | 0.19% | 60,638 | +7,612 | +14.36% | $2,501,328 |
| Nike | NKE | Consumer Cyclical | 0.18% | 59,965 | -58,514 | -49.39% | $2,461,563 |
| Penumbra | PEN | Healthcare | 0.18% | 7,671 | -11,015 | -58.95% | $2,422,118 |
| Abbott Labs | ABT | Healthcare | 0.18% | 26,397 | -869 | -3.19% | $2,395,264 |
| Automatic Data | ADP | Technology | 0.18% | 10,585 | -2,161 | -16.95% | $2,370,511 |
| Home Depot | HD | Consumer Cyclical | 0.17% | 6,669 | +35 | +0.53% | $2,352,059 |
| Evercore Partners | EVR | Financial Services | 0.17% | 6,633 | -150 | -2.21% | $2,264,772 |
| GE Vernova | GEV | Utilities | 0.17% | 1,904 | -468 | -19.73% | $2,237,226 |
| United Parcel Service | UPS | Industrials | 0.16% | 20,298 | -959 | -4.51% | $2,182,006 |
| Vanguard Mid-Cap Growth ETF | VOT | Other | 0.16% | 7,011 | +159 | +2.32% | $2,147,505 |
| Arrowhead Pharmaceuticals | ARWR | Healthcare | 0.16% | 26,185 | +911 | +3.60% | $2,134,339 |
| GE Aerospace | GE | Industrials | 0.16% | 5,601 | -1,665 | -22.91% | $2,093,261 |
| American Express | AXP | Financial Services | 0.15% | 5,785 | - | - | $1,956,777 |
| Align Technology | ALGN | Healthcare | 0.14% | 11,207 | -5 | -0.04% | $1,890,173 |
| Dimensional International Value ETF | DFIV | Other | 0.14% | 34,667 | +372 | +1.08% | $1,872,718 |
| Zeta Global Holdings Corp A | ZETA | Technology | 0.14% | 93,672 | +93,672 | +100.00% | $1,843,465 |
| Raytheon Technologies | RTX | Industrials | 0.14% | 9,638 | -7 | -0.07% | $1,828,618 |
| Vanguard Short Term Corp Bond Index | VCSH | Other | 0.13% | 22,105 | +1,631 | +7.97% | $1,746,986 |
| DFA Tax Advantaged US Core Equity 2 | DFAC | Other | 0.13% | 38,906 | +8,611 | +28.42% | $1,725,855 |
| BlackRock | BLK | Other | 0.12% | 1,686 | +360 | +27.15% | $1,621,190 |
| DFA Core Fixed Income ETF | DFCF | Other | 0.12% | 37,688 | +182 | +0.49% | $1,590,813 |
| VanEck Merk Gold ETF | OUNZ | Other | 0.12% | 41,093 | - | - | $1,585,779 |
| Dimensional U.S. Small Cap ETF | DFAS | Other | 0.12% | 19,251 | +2,312 | +13.65% | $1,585,114 |
| Dimensional International High Profitability ETF | DIHP | Other | 0.12% | 45,592 | +30 | +0.07% | $1,555,812 |
| Schwab US Dividend Equity ETF | SCHD | Other | 0.11% | 48,441 | +2,296 | +4.98% | $1,536,065 |
| FedEx | FDX | Industrials | 0.11% | 4,896 | -5 | -0.10% | $1,533,084 |
| Lowe's | LOW | Consumer Cyclical | 0.11% | 6,804 | +79 | +1.17% | $1,500,174 |
| Thermo Fisher Scientific | TMO | Healthcare | 0.10% | 2,787 | -83 | -2.89% | $1,397,348 |
| Vanguard Small-Cap Growth ETF | VBK | Other | 0.10% | 3,724 | - | - | $1,361,869 |