Washington Trust Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Washington Trust Advisors, Inc. reported 585 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Quanta Services (PWR, 5.5%) and Alphabet Class C (GOOG, 5.1%). Compared with Q3 2025, it opened 19 new positions, sold out of 125, added to 141 and reduced 190. The biggest buy was Edwards Lifesciences (EW, shares +6%) and the biggest sale Air Products & Chemicals (APD, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- WELLESLEY, MA
- CIK
- 0001900099
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001900099-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 585 stocks · $1.3B
| AAPL Apple Inc. | 5.98% | 287,747 | $78.2M | Reduce -2.2% |
| PWR Quanta Services Inc. | 5.48% | 169,886 | $71.7M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 5.12% | 213,543 | $67.0M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 3.83% | 160,115 | $50.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 3.72% | 211,016 | $48.7M | Reduce -1.5% |
| V Visa Inc. Class A | 3.72% | 138,787 | $48.7M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 3.71% | 73,534 | $48.5M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 3.42% | 243,054 | $44.8M | Reduce -1.8% |
| BKNG Booking Holdings Inc. | 3.12% | 7,635 | $40.9M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.87% | 74,703 | $37.5M | Reduce -2.2% |
| NVDA Nvidia Corp. | 2.55% | 179,011 | $33.4M | Reduce -5.5% |
| DE Deere & Co. | 2.35% | 66,186 | $30.8M | Reduce -1.3% |
| IQV Iqvia Holdings Inc. | 2.27% | 131,774 | $29.7M | Reduce -1.4% |
| RMD Resmed Inc. | 2.26% | 122,565 | $29.5M | Reduce -1.2% |
| UBER Uber Technologies Inc. | 1.83% | 293,446 | $24.0M | Reduce -1.0% |
| REGN Regeneron Pharmaceuticals | 1.74% | 29,424 | $22.7M | Reduce -1.0% |
| MSFT Microsoft Corp. | 1.73% | 46,727 | $22.6M | Reduce -0.8% |
| J Jacobs Solutions Inc. | 1.63% | 161,204 | $21.4M | Reduce -1.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.57% | 753,367 | $20.5M | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 1.42% | 96,044 | $18.6M | Add +0.1% |
| PEP Pepsico Inc. | 1.33% | 121,419 | $17.4M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.27% | 26,455 | $16.6M | Add +7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.21% | 138,786 | $15.8M | Reduce -1.7% |
| BEPC Brookfield Renewable Corp. | 1.19% | 405,912 | $15.6M | Reduce -1.7% |
| SBUX Starbucks Corp. | 1.14% | 177,496 | $14.9M | Reduce -2.5% |
| SNOW Snowflake Inc. | 0.97% | 57,899 | $12.7M | Add +2.0% |
| EW Edwards Lifesciences Corp. | 0.90% | 138,005 | $11.8M | Add +5.7% |
| ZBRA Zebra Technologies Corp. Class A | 0.87% | 46,742 | $11.3M | Reduce -4.5% |
| APD Air Products & Chemicals Inc. | 0.84% | 44,506 | $11.0M | Reduce -32.3% |
| ECL Ecolab Inc. | 0.83% | 41,447 | $10.9M | Reduce -2.5% |
| VEEV Veeva Systems Inc. Class A | 0.79% | 46,489 | $10.4M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 21,225 | $10.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.76% | 30,693 | $9.9M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.75% | 17,428 | $9.9M | Reduce -1.7% |
| SPHR Sphere Entertainment Co. | 0.75% | 103,411 | $9.8M | Reduce -42.0% |
| XOM Exxon Mobil Corp. | 0.74% | 80,390 | $9.7M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.73% | 45,896 | $9.5M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 13,838 | $9.4M | Add +0.1% |
| CHWY Chewy Inc. Class A | 0.72% | 284,884 | $9.4M | Reduce -0.7% |
| WMT Walmart Inc. | 0.71% | 83,425 | $9.3M | Reduce -0.6% |
| AMT American Tower Corp. | 0.70% | 52,044 | $9.1M | Reduce -5.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.69% | 178,529 | $9.0M | Add +2.7% |
| XYL Xylem Inc. | 0.67% | 64,840 | $8.8M | Reduce -0.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.66% | 192,361 | $8.7M | Add +1.8% |
| NKE Nike Inc. Class B | 0.60% | 123,373 | $7.9M | Reduce -1.6% |
| INVH Invitation Homes Inc. | 0.54% | 253,542 | $7.0M | Reduce -3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 33,982 | $6.5M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 21,857 | $6.5M | No change |
| PEN Penumbra Inc. | 0.48% | 20,108 | $6.3M | Reduce -1.3% |
| KMI Kinder Morgan Inc. | 0.42% | 199,053 | $5.5M | Reduce -0.0% |
| PYPL PayPal Holdings Inc. | 0.40% | 90,553 | $5.3M | Reduce -11.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.39% | 4,814 | $5.2M | Reduce -2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.39% | 62,616 | $5.0M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 14,523 | $4.9M | Add +11.4% |
| CSCO Cisco Systems Inc. | 0.31% | 52,101 | $4.0M | Reduce -3.8% |
| DFNM Dimensional National Muni BD | 0.30% | 80,398 | $3.9M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 61,630 | $3.9M | Add +3.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 5 | $3.8M | No change |
| ABBV Abbvie Inc. | 0.29% | 16,352 | $3.7M | Reduce -2.4% |
| BND Vanguard Total Bond Market | 0.27% | 48,097 | $3.6M | Add +78.7% |
| KO The Coca-Cola Co. | 0.27% | 49,808 | $3.5M | Reduce -2.9% |
| ABT Abbott Laboratories | 0.26% | 27,047 | $3.4M | Reduce -0.0% |
| ADP Automatic Data Processing | 0.25% | 12,906 | $3.3M | Reduce -1.7% |
| DFAU Dimensional US Core Equity M | 0.22% | 62,224 | $2.9M | Add +3.8% |
| SCHP Schwab U.S. Tips ETF | 0.22% | 106,586 | $2.8M | Add +4.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 15,710 | $2.8M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 10,666 | $2.8M | Add +0.8% |
| DFUS Dimensional US Eq MKT ETF | 0.20% | 36,149 | $2.7M | Add +14.4% |
| ETN Eaton Corp. PLC | 0.20% | 8,255 | $2.6M | Add +14.5% |
| ARE Alexandria Real Estate Equit | 0.19% | 52,092 | $2.5M | Reduce -48.9% |
| PG The Procter & Gamble Co. | 0.19% | 17,661 | $2.5M | Reduce -0.2% |
| HD Home Depot Inc. | 0.18% | 6,988 | $2.4M | Add +0.1% |
| DUHP Dimensional US High Profi Et | 0.18% | 62,527 | $2.4M | Reduce -2.3% |
| EVR Evercore Inc. Class A | 0.18% | 6,908 | $2.4M | Reduce -1.9% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 7,477 | $2.3M | Reduce -1.6% |
| DFAE Dimensional Emerging Core Eq | 0.17% | 69,441 | $2.3M | Reduce -1.4% |
| AXP American Express Co. | 0.17% | 5,890 | $2.2M | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.16% | 21,381 | $2.1M | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.16% | 22,017 | $2.1M | Reduce -3.0% |
| ALGN Align Technology Inc. | 0.15% | 12,880 | $2.0M | Reduce -3.0% |
| GMED Globus Medical Inc. Class A | 0.15% | 21,840 | $1.9M | Reduce -4.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 6,824 | $1.9M | Reduce -0.2% |
| DFIV Dimensional International Va | 0.14% | 37,521 | $1.9M | Reduce -0.5% |
| RTX RTX Corp. | 0.14% | 9,870 | $1.8M | Reduce -3.9% |
| DOCU Docusign Inc. | 0.13% | 25,796 | $1.8M | Add +0.8% |
| DFAI Dimensional International Co. | 0.13% | 45,486 | $1.7M | Add +28.0% |
| OUNZ Vaneck Merk Gold ETF | 0.13% | 41,093 | $1.7M | Reduce -4.4% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 2,857 | $1.7M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 20,418 | $1.6M | Add +5.4% |
| LOW Lowe's Cos Inc. | 0.12% | 6,689 | $1.6M | Reduce -2.3% |
| DFCF Dimensional Core Fixed Inc. | 0.12% | 37,022 | $1.6M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,299 | $1.6M | Add +2.1% |
| GEV GE Vernova Inc. | 0.12% | 2,388 | $1.6M | Add +2.7% |
| CAT Caterpillar Inc. | 0.12% | 2,661 | $1.5M | Reduce -4.3% |
| DIHP Dimensional International Hi | 0.11% | 47,280 | $1.5M | Reduce -3.7% |
| BN Brookfield Corp. | 0.11% | 32,148 | $1.5M | No change |
| BLK BlackRock Inc. | 0.11% | 1,331 | $1.4M | Reduce -1.5% |
| FDX FedEx Corp. | 0.11% | 4,891 | $1.4M | Reduce -3.5% |
| EEM iShares MSCI Emerging Market | 0.10% | 24,617 | $1.3M | Reduce -2.6% |
| MCO Moody's Corp. | 0.10% | 2,555 | $1.3M | Reduce -4.5% |
Portfolio Sells Q3 2025 → Q4 2025
| APD Air Products & Chemicals Inc. | Reduce -32.3% | 0.84% | −0.52 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 3.71% | −0.47 |
| ARE Alexandria Real Estate Equit | Reduce -48.9% | 0.19% | −0.45 |
| PANW Palo Alto Networks Inc. | Reduce -1.8% | 3.42% | −0.42 |
| UBER Uber Technologies Inc. | Reduce -1.0% | 1.83% | −0.38 |
| RMD Resmed Inc. | Reduce -1.2% | 2.26% | −0.33 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -4.5% | 0.87% | −0.24 |
| J Jacobs Solutions Inc. | Reduce -1.5% | 1.63% | −0.23 |
| CHWY Chewy Inc. Class A | Reduce -0.7% | 0.72% | −0.16 |
| NVDA Nvidia Corp. | Reduce -5.5% | 2.55% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.73% | −0.13 |
| PYPL PayPal Holdings Inc. | Reduce -11.0% | 0.40% | −0.12 |
| AMT American Tower Corp. | Reduce -5.0% | 0.70% | −0.10 |
| SPHR Sphere Entertainment Co. | Reduce -42.0% | 0.75% | −0.09 |
| MTN Vail Resorts Inc. | Reduce -69.4% | 0.03% | −0.09 |
| NKE Nike Inc. Class B | Reduce -1.6% | 0.60% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -1.6% | 3.12% | −0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.06 |
| XYL Xylem Inc. | Reduce -0.6% | 0.67% | −0.06 |
| ECL Ecolab Inc. | Reduce -2.5% | 0.83% | −0.05 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 2.87% | −0.05 |
| INVH Invitation Homes Inc. | Reduce -3.9% | 0.54% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -37.9% | 0.07% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -23.0% | 0.09% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.7% | 0.25% | −0.04 |
| ORCL Oracle Corp. | Reduce -11.4% | 0.06% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -61.9% | 0.02% | −0.03 |
| SBUX Starbucks Corp. | Reduce -2.5% | 1.14% | −0.03 |
| APTV Aptiv PLC | Reduce -33.9% | 0.04% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.7% | 1.21% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -25.9% | 0.08% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -35.1% | 0.04% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.0% | 0.26% | −0.02 |
| PWR Quanta Services Inc. | Reduce -2.5% | 5.48% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.19% | −0.01 |
| AMD Advanced Micro Devices | Reduce -67.5% | 0.01% | −0.01 |
| MNST Monster Beverage Corp. | Reduce -61.7% | 0.01% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.5% | 0.11% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.0% | 0.42% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -46.6% | 0.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.4% | 0.29% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.12% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.2% | 0.15% | −0.01 |
| MO Altria Group Inc. | Reduce -9.3% | 0.02% | −0.01 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -2.8% | 0.03% | −0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -14.4% | 0.04% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -55.6% | 0.00% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.9% | 0.39% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| EW Edwards Lifesciences Corp. | Add +5.7% | 0.90% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 1.27% | +0.12 |
| BND Vanguard Total Bond Market | Add +78.7% | 0.27% | +0.12 |
| BDX Becton Dickinson and Co. | Add +0.1% | 1.42% | +0.06 |
| FRPT Freshpet Inc. | Add +516.8% | 0.06% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1.8% | 0.66% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.4% | 0.37% | +0.05 |
| SPGI S&P Global Inc. | Add +902.0% | 0.04% | +0.04 |
| DFAI Dimensional International Co. | Add +28.0% | 0.13% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | Add +14.4% | 0.20% | +0.03 |
| LLY Eli Lilly & Co. | Add +4.1% | 0.09% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.7% | 0.69% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +118.3% | 0.04% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +3.6% | 0.29% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +210.0% | 0.03% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.72% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.1% | 0.50% | +0.02 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.02% | +0.02 |
| MPLX MPLX LP | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +32.2% | 0.05% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +3.8% | 0.22% | +0.01 |
| INTU Intuit Inc. | Add +92.5% | 0.02% | +0.01 |
| GEV GE Vernova Inc. | Add +2.7% | 0.12% | +0.01 |
| BSX Boston Scientific Corp. | Add +874.7% | 0.01% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.6% | 0.21% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +4.5% | 0.22% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.4% | 0.12% | +0.01 |
| CVX Chevron Corp. | Add +16.1% | 0.05% | +0.01 |
| CRM Salesforce Inc. | Add +21.6% | 0.02% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +38.4% | 0.02% | +0.01 |
| GLW Corning Inc. | Add +258.8% | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | Add +7.8% | 0.05% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.1% | 0.12% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +5.5% | 0.09% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.8% | 0.21% | +0.01 |
| AMGN Amgen Inc. | Add +2.6% | 0.03% | +0.01 |
| MCK McKesson Corp. | Add +96.5% | 0.01% | +0.00 |
| COST Costco Wholesale Corp. | Add +13.6% | 0.06% | +0.00 |
| NDAQ Nasdaq Inc. | New | 0.00% | +0.00 |
| CTAS Cintas Corp. | New | 0.00% | +0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +2.3% | 0.12% | +0.00 |
| DFIS Dimensional International SM | Add +0.4% | 0.05% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 0.09% | +0.00 |
| KDP Keurig Dr Pepper Inc. | New | 0.00% | +0.00 |
| CSX CSX Corp. | Add +27.8% | 0.01% | +0.00 |
| DFLV Dim US Large Cap Value ETF | Add +0.3% | 0.05% | +0.00 |
| TXN Texas Instruments Inc. | Add +14.9% | 0.03% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +6.0% | 0.04% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +8.1% | 0.08% | +0.00 |
| DISV Dimensional International SM | Add +0.4% | 0.03% | +0.00 |
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 |