Washington Trust Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Washington Trust Advisors, Inc. reported 723 stock positions worth $1.3 billion. Its top holding was Quanta Services (PWR) at 7.6% of the portfolio, followed by Palo Alto Networks (PANW, 5.8%) and Apple (AAPL, 5.7%). Compared with Q1 2026, it opened 89 new positions, sold out of 50, added to 185 and reduced 223. The biggest buy was a new position in Medline Class A (MDLN) and the biggest sale Regeneron Pharmaceuticals (REGN, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0001900099-26-000003 ↗ filed Jul 29, 2026
Holdings Value
Holdings 723 stocks · $1.3B
| PWR Quanta Services Inc. | 7.55% | 141,309 | $101.7M | Reduce -10.5% |
| PANW Palo Alto Networks Inc. | 5.79% | 228,607 | $78.0M | Reduce -6.1% |
| AAPL Apple Inc. | 5.72% | 266,099 | $77.0M | Reduce -5.2% |
| GOOG Alphabet Inc. Class C | 5.20% | 198,282 | $70.1M | Reduce -4.6% |
| GOOGL Alphabet Inc. Class A | 3.98% | 149,892 | $53.6M | Reduce -4.0% |
| AMZN Amazon.com Inc. | 3.50% | 198,001 | $47.2M | Reduce -4.6% |
| V Visa Inc. Class A | 3.30% | 129,395 | $44.4M | Reduce -4.8% |
| META Meta Platforms Inc. Class A | 2.84% | 67,808 | $38.2M | Reduce -5.5% |
| DE Deere & Co. | 2.80% | 59,530 | $37.8M | Reduce -6.4% |
| NVDA Nvidia Corp. | 2.80% | 188,690 | $37.8M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.46% | 66,264 | $33.2M | Reduce -6.7% |
| BKNG Booking Holdings Inc. | 2.37% | 178,758 | $31.9M | Reduce -5.1% |
| IQV Iqvia Holdings Inc. | 1.73% | 120,941 | $23.4M | Reduce -6.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.70% | 737,035 | $22.9M | Reduce -0.3% |
| RMD Resmed Inc. | 1.67% | 115,745 | $22.6M | Reduce -3.4% |
| UBER Uber Technologies Inc. | 1.48% | 275,959 | $19.9M | Reduce -3.6% |
| MSFT Microsoft Corp. | 1.44% | 51,895 | $19.4M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 1.43% | 28,141 | $19.3M | Add +1.2% |
| J Jacobs Solutions Inc. | 1.43% | 153,088 | $19.3M | Reduce -2.7% |
| REGN Regeneron Pharmaceuticals | 1.28% | 27,703 | $17.3M | Reduce -3.6% |
| SBUX Starbucks Corp. | 1.23% | 161,961 | $16.6M | Reduce -5.7% |
| PEP Pepsico Inc. | 1.17% | 116,493 | $15.8M | Reduce -1.6% |
| BDX Becton Dickinson and Co. | 1.08% | 95,949 | $14.5M | Reduce -0.1% |
| SNOW Snowflake Inc. | 1.05% | 55,518 | $14.1M | Reduce -7.5% |
| SPHR Sphere Entertainment Co. | 1.00% | 77,758 | $13.5M | Reduce -14.0% |
| BEPC Brookfield Renewable Corp. | 1.00% | 362,218 | $13.4M | Reduce -7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.90% | 126,074 | $12.1M | Reduce -6.0% |
| EW Edwards Lifesciences Corp. | 0.87% | 129,607 | $11.7M | Reduce -3.1% |
| JNJ Johnson & Johnson | 0.85% | 44,934 | $11.4M | Reduce -2.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.83% | 42,509 | $11.2M | Reduce -6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.80% | 124,346 | $10.7M | No change |
| XOM Exxonmobil Holdings Corp. | 0.79% | 78,246 | $10.7M | Reduce -2.5% |
| ECL Ecolab Inc. | 0.77% | 37,344 | $10.4M | Reduce -6.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.75% | 190,518 | $10.1M | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 0.73% | 33,458 | $9.8M | Reduce -11.8% |
| JPM JPMorgan Chase & Co. | 0.71% | 29,204 | $9.6M | Reduce -2.6% |
| SPGI S&P Global Inc. | 0.69% | 22,990 | $9.4M | Add +2.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.68% | 180,974 | $9.2M | Add +3.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.68% | 4,572 | $9.1M | Reduce -1.6% |
| VEEV Veeva Systems Inc. Class A | 0.66% | 49,843 | $8.8M | Add +7.5% |
| AMT American Tower Corp. | 0.62% | 50,798 | $8.3M | Reduce -1.2% |
| XYL Xylem Inc. | 0.62% | 70,141 | $8.3M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.56% | 34,613 | $7.5M | Add +2.2% |
| WMT Walmart Inc. | 0.54% | 63,712 | $7.2M | Reduce -23.4% |
| ISRG Intuitive Surgical Inc. | 0.50% | 16,831 | $6.7M | Reduce -0.8% |
| INVH Invitation Homes Inc. | 0.46% | 203,826 | $6.2M | Reduce -13.9% |
| KMI Kinder Morgan Inc. | 0.45% | 190,409 | $6.1M | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 7,931 | $5.9M | Add +15.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 15,617 | $5.8M | Add +3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 20,452 | $5.8M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.40% | 46,003 | $5.4M | Reduce -11.9% |
| MDLN Medline Inc. Class A | 0.40% | 136,179 | $5.4M | New |
| TEM Tempus AI Inc. Class A | 0.38% | 89,166 | $5.2M | Add +49.1% |
| CHWY Chewy Inc. Class A | 0.38% | 259,653 | $5.1M | Reduce -6.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.37% | 63,034 | $5.0M | Add +0.3% |
| WAT Waters Corp. | 0.36% | 12,995 | $4.9M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 60,707 | $4.3M | Reduce -1.2% |
| DFAU Dimensional US Core Equity M | 0.30% | 76,973 | $4.0M | Add +18.4% |
| DFNM Dimensional National Muni BD | 0.29% | 80,864 | $3.9M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.29% | 9,052 | $3.9M | Reduce -6.3% |
| ABBV Abbvie Inc. | 0.29% | 15,278 | $3.8M | Reduce -6.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 5 | $3.7M | No change |
| KO The Coca-Cola Co. | 0.27% | 45,024 | $3.7M | Reduce -11.3% |
| BND Vanguard Total Bond Market | 0.27% | 48,821 | $3.6M | Add +0.7% |
| GMED Globus Medical Inc. Class A | 0.26% | 45,006 | $3.6M | Add +116.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 11,424 | $3.5M | Reduce -0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.23% | 15,936 | $3.1M | Add +1.5% |
| CAT Caterpillar Inc. | 0.21% | 2,663 | $2.8M | Add +0.6% |
| DFAE Dimensional Emerging Core Eq | 0.21% | 69,604 | $2.8M | Reduce -1.5% |
| SCHP Schwab U.S. Tips ETF | 0.20% | 101,696 | $2.7M | No change |
| PG The Procter & Gamble Co. | 0.20% | 18,292 | $2.7M | Add +4.4% |
| DFUS Dimensional US Eq MKT ETF | 0.19% | 31,450 | $2.6M | Reduce -12.4% |
| DUHP Dimensional US High Profi Et | 0.19% | 61,259 | $2.6M | Add +0.1% |
| DFAI Dimensional International Co. | 0.19% | 60,638 | $2.5M | Add +14.4% |
| NKE Nike Inc. Class B | 0.18% | 59,965 | $2.5M | Reduce -49.4% |
| PEN Penumbra Inc. | 0.18% | 7,671 | $2.4M | Reduce -59.0% |
| ABT Abbott Laboratories | 0.18% | 26,397 | $2.4M | Reduce -3.2% |
| ADP Automatic Data Processing | 0.18% | 10,585 | $2.4M | Reduce -16.9% |
| HD Home Depot Inc. | 0.17% | 6,669 | $2.4M | Add +0.5% |
| EVR Evercore Inc. Class A | 0.17% | 6,633 | $2.3M | Reduce -2.2% |
| GEV GE Vernova Inc. | 0.17% | 1,904 | $2.2M | Reduce -19.7% |
| UPS United Parcel Service Class B | 0.16% | 20,298 | $2.2M | Reduce -4.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 7,011 | $2.1M | Add +2.3% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.16% | 26,185 | $2.1M | Add +3.6% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 5,601 | $2.1M | Reduce -22.9% |
| AXP American Express Co. | 0.15% | 5,785 | $2.0M | No change |
| ALGN Align Technology Inc. | 0.14% | 11,207 | $1.9M | Reduce -0.0% |
| DFIV Dimensional International Va | 0.14% | 34,667 | $1.9M | Add +1.1% |
| ZETA Zeta Global Holdings Corp. Class A | 0.14% | 93,672 | $1.8M | New |
| RTX RTX Corp. | 0.14% | 9,638 | $1.8M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 22,105 | $1.7M | Add +8.0% |
| DFAC Dimensional US Core Equity 2 | 0.13% | 38,906 | $1.7M | Add +28.4% |
| BLK BlackRock Inc. | 0.12% | 1,686 | $1.6M | Add +27.1% |
| DFCF Dimensional Core Fixed Inc. | 0.12% | 37,688 | $1.6M | Add +0.5% |
| OUNZ Vaneck Merk Gold ETF | 0.12% | 41,093 | $1.6M | No change |
| DFAS Dimensional US Small Cap ETF | 0.12% | 19,251 | $1.6M | Add +13.7% |
| DIHP Dimensional International Hi | 0.12% | 45,592 | $1.6M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 48,441 | $1.5M | Add +5.0% |
| FDX FedEx Corp. | 0.11% | 4,896 | $1.5M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.11% | 6,804 | $1.5M | Add +1.2% |
Lines left out (1) · $474 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MTD Mettler-Toledo International | COM | 0 | $474 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q1 2026 → Q2 2026
| REGN Regeneron Pharmaceuticals | Reduce -3.6% | 1.28% | −0.51 |
| RMD Resmed Inc. | Reduce -3.4% | 1.67% | −0.50 |
| META Meta Platforms Inc. Class A | Reduce -5.5% | 2.84% | −0.48 |
| NKE Nike Inc. Class B | Reduce -49.4% | 0.18% | −0.32 |
| PEN Penumbra Inc. | Reduce -59.0% | 0.18% | −0.32 |
| PEP Pepsico Inc. | Reduce -1.6% | 1.17% | −0.32 |
| XOM Exxonmobil Holdings Corp. | Reduce -2.5% | 0.79% | −0.31 |
| WMT Walmart Inc. | Reduce -23.4% | 0.54% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.7% | 2.46% | −0.29 |
| BEPC Brookfield Renewable Corp. | Reduce -7.8% | 1.00% | −0.27 |
| CHWY Chewy Inc. Class A | Reduce -6.2% | 0.38% | −0.23 |
| BKNG Booking Holdings Inc. | Reduce -5.1% | 2.37% | −0.20 |
| J Jacobs Solutions Inc. | Reduce -2.7% | 1.43% | −0.19 |
| UBER Uber Technologies Inc. | Reduce -3.6% | 1.48% | −0.19 |
| APD Air Products & Chemicals Inc. | Reduce -11.8% | 0.73% | −0.16 |
| DIS The Walt Disney Co. | Reduce -6.0% | 0.90% | −0.14 |
| BDX Becton Dickinson and Co. | Reduce -0.1% | 1.08% | −0.14 |
| ISRG Intuitive Surgical Inc. | Reduce -0.8% | 0.50% | −0.14 |
| AMT American Tower Corp. | Reduce -1.2% | 0.62% | −0.10 |
| ARE Alexandria Real Estate Equit | Reduce -79.2% | 0.03% | −0.10 |
| DE Deere & Co. | Reduce -6.4% | 2.80% | −0.09 |
| ECL Ecolab Inc. | Reduce -6.5% | 0.77% | −0.09 |
| MCD McDonald's Corp. | Reduce -69.9% | 0.03% | −0.08 |
| KMI Kinder Morgan Inc. | Reduce -2.8% | 0.45% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -47.6% | 0.06% | −0.07 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.85% | −0.06 |
| ABT Abbott Laboratories | Reduce -3.2% | 0.18% | −0.05 |
| AAPL Apple Inc. | Reduce -5.2% | 5.72% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -6.1% | 1.73% | −0.04 |
| KO The Coca-Cola Co. | Reduce -11.3% | 0.27% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -67.9% | 0.02% | −0.03 |
| ADP Automatic Data Processing | Reduce -16.9% | 0.18% | −0.03 |
| DFNM Dimensional National Muni BD | Reduce -1.5% | 0.29% | −0.03 |
| FDX FedEx Corp. | Reduce -0.1% | 0.11% | −0.03 |
| V Visa Inc. Class A | Reduce -4.8% | 3.30% | −0.03 |
| PFE Pfizer Inc. | Reduce -4.1% | 0.08% | −0.03 |
| APTV Aptiv PLC | Reduce -57.4% | 0.01% | −0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -41.7% | 0.02% | −0.02 |
| INVH Invitation Homes Inc. | Reduce -13.9% | 0.46% | −0.02 |
| DOCU Docusign Inc. | Reduce -84.8% | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -20.6% | 0.04% | −0.02 |
| T AT&T Inc. | Reduce -7.7% | 0.02% | −0.02 |
| SBUX Starbucks Corp. | Reduce -5.7% | 1.23% | −0.02 |
| ALGN Align Technology Inc. | Reduce -0.0% | 0.14% | −0.02 |
| GD General Dynamics Corp. | Reduce -97.3% | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -0.1% | 0.14% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -12.4% | 0.19% | −0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -44.3% | 0.01% | −0.01 |
| GWRE Guidewire Software Inc. | Reduce -80.0% | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| MDLN Medline Inc. Class A | New | 0.40% | +0.40 |
| NVDA Nvidia Corp. | Add +5.8% | 2.80% | +0.29 |
| TEM Tempus AI Inc. Class A | Add +49.1% | 0.38% | +0.16 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.14% | +0.14 |
| GMED Globus Medical Inc. Class A | Add +116.8% | 0.26% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 1.43% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.7% | 0.44% | +0.08 |
| CAT Caterpillar Inc. | Add +0.6% | 0.21% | +0.06 |
| KTOS Kratos Defense & Security | New | 0.06% | +0.06 |
| DFAU Dimensional US Core Equity M | Add +18.4% | 0.30% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 0.43% | +0.04 |
| DFAC Dimensional US Core Equity 2 | Add +28.4% | 0.13% | +0.03 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +3.6% | 0.16% | +0.03 |
| MU Micron Technology Inc. | Add +184.8% | 0.03% | +0.03 |
| BKMI BNY Mellon Muni Int ETF | New | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 0.56% | +0.02 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +124.0% | 0.04% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +13.7% | 0.12% | +0.02 |
| FRPT Freshpet Inc. | Add +41.9% | 0.08% | +0.02 |
| DFAI Dimensional International Co. | Add +14.4% | 0.19% | +0.02 |
| COST Costco Wholesale Corp. | Add +48.2% | 0.08% | +0.02 |
| BLK BlackRock Inc. | Add +27.1% | 0.12% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.3% | 0.16% | +0.02 |
| PNC PNC Financial Services Group | Add +192.5% | 0.02% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +174.6% | 0.02% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +26.9% | 0.05% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +25.4% | 0.05% | +0.01 |
| APH Amphenol Corp. Class A | Add +1171.4% | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +453.3% | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | Add +212.3% | 0.01% | +0.01 |
| NDAQ Nasdaq Inc. | New | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 0.03% | +0.01 |
| DUHP Dimensional US High Profi Et | Add +0.1% | 0.19% | +0.01 |
| BX Blackstone Inc. | Add +59.8% | 0.02% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +2.9% | 0.07% | +0.01 |
| RVMD Revolution Medicines Inc. | New | 0.01% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.9% | 0.07% | +0.01 |
| SRE Sempra | Add +61.5% | 0.02% | +0.01 |
| NBTB N B T Bancorp Inc. | Add +5.4% | 0.05% | +0.01 |
| ANET Arista Networks Inc. | Add +1088.9% | 0.01% | +0.01 |
| RSG Republic Services Inc. | New | 0.00% | +0.00 |
| DFIC Dimensional International Co. | Add +147.9% | 0.01% | +0.00 |
| LITE Lumentum Holdings Inc. | New | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.7% | 0.08% | +0.00 |
| STX Seagate Technology Holdings | Add +712.5% | 0.00% | +0.00 |
| UNP Union Pacific Corp. | Add +1.6% | 0.10% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.5% | 0.04% | +0.00 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +0.4% | 0.03% | +0.00 |
| AFRM Affirm Holdings Inc. | New | 0.00% | +0.00 |
| SNDK Sandisk Corp. | Add +360.0% | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| NVR NVR Inc. | COM | Sold out | 0 | $2Kbefore exit |
| MTD Mettler-Toledo International | COM | Reduce -100.0% | 0 | $474 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 723 | $1.3B | PWR, PANW, AAPL, GOOG, GOOGL |
| Q1 2026 | 683 | $1.2B | PWR, AAPL, GOOG, GOOGL, AMZN |
| Q4 2025 | 585 | $1.3B | AAPL, PWR, GOOG, GOOGL, AMZN |
| Q3 2025 | 688 | $1.3B | AAPL, PWR, META, GOOG, PANW |
| Q2 2025 | 635 | $1.2B | PWR, AAPL, META, PANW, V |
| Q1 2025 | 640 | $1.1B | AAPL, V, PWR, META, PANW |
| Q4 2024 | 646 | $1.2B | AAPL, PWR, AMZN, META, PANW |
| Q3 2024 | 662 | $1.2B | AAPL, PWR, META, PANW, AMZN |
| Q2 2024 | 659 | $1.1B | AAPL, PWR, PANW, GOOG, AMZN |
| Q1 2024 | 660 | $1.1B | AAPL, PWR, V, AMZN, META |