2026 Q2 Portfolio Activity
In 2026 Q2, Washington Trust Advisors, Inc. maintained a portfolio of 779 distinct positions. The most significant new addition was Medline, now representing 0.40% of the total fund value. They heavily accumulated shares in Exxon Mobil, increasing the position by 391130.0%. Conversely, Washington Trust Advisors, Inc. completely exited their position in Exxon Mobil.
Position History
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Total Positions
779
Quarter
2026 Q2
Top Holding
PWR (7.6%)
Top 10 Concentration
43.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 779
Washington Trust Advisors, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PWR
Quanta Services
|
Industrials | 7.55% | 7.01% |
#1
Prev: #1
|
5.5 |
—
|
-16,651 | -10.5% |
P
S
|
141,309 | $101,748,595 |
$113.82
+429.5%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
PANW
Palo Alto Netwo...
|
Technology | 5.79% | 3.16% |
#2
6
Prev: #8
|
4.3 |
—
|
-14,876 | -6.1% |
P
S
|
228,607 | $77,959,559 |
$124.62
+198.2%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
AAPL
Apple
|
Technology | 5.72% | 5.76% |
#3
1
Prev: #2
|
3.8 |
—
|
-14,715 | -5.2% |
P
S
|
266,099 | $76,998,290 |
$173.45
+84.3%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
GOOG
Alphabet Cl C
|
Communication Services | 5.20% | 4.82% |
#4
1
Prev: #3
|
3.1 |
—
|
-9,573 | -4.6% |
P
S
|
198,282 | $70,058,861 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
Alphabet Cl A
|
Communication Services | 3.98% | 3.63% |
#5
1
Prev: #4
|
2.6 |
—
|
-6,273 | -4.0% |
P
S
|
149,892 | $53,567,027 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
Amazon
|
Consumer Cyclical | 3.50% | 3.50% |
#6
1
Prev: #5
|
1.9 |
—
|
-9,549 | -4.6% |
P
S
|
198,001 | $47,191,559 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
V
Visa
|
Financial Services | 3.30% | 3.32% |
#7
1
Prev: #6
|
1.8 |
—
|
-6,522 | -4.8% |
P
S
|
129,395 | $44,394,080 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
META
Meta Platforms
|
Communication Services | 2.84% | 3.32% |
#8
1
Prev: #7
|
1.6 |
—
|
-3,937 | -5.5% |
P
S
|
67,808 | $38,195,202 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DE
Deere & Co
|
Industrials | 2.80% | 2.90% |
#9
Prev: #9
|
1.6 |
—
|
-4,100 | -6.4% |
P
S
|
59,530 | $37,761,859 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NVDA
NVIDIA
|
Technology | 2.80% | 2.52% |
#10
2
Prev: #12
|
3.1 |
—
|
10,257 | 5.7% |
P
S
|
188,690 | $37,755,018 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 2.46% | 2.75% |
#11
1
Prev: #10
|
1.5 |
—
|
-4,751 | -6.7% |
P
S
|
66,264 | $33,157,843 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BKNG
Booking Holding...
|
Consumer Cyclical | 2.37% | 2.56% |
#12
1
Prev: #11
|
3.9 |
—
|
171,226 | 2273.3% |
P
S
|
178,758 | $31,861,768 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IQV
IQVIA Holdings
|
Healthcare | 1.73% | 1.78% |
#13
2
Prev: #15
|
1.2 |
—
|
-7,828 | -6.1% |
P
S
|
120,941 | $23,368,220 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FNDX
Schwab Fundamen...
|
ETF | 1.70% | 1.67% |
#14
2
Prev: #16
|
1.2 |
—
|
-2,555 | -0.3% |
P
S
|
737,035 | $22,921,773 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RMD
ResMed
|
Healthcare | 1.67% | 2.17% |
#15
2
Prev: #13
|
1.2 |
—
|
-4,079 | -3.4% |
P
S
|
115,745 | $22,556,385 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
UBER
Uber Technologi...
|
Technology | 1.48% | 1.66% |
#16
1
Prev: #17
|
1.1 |
—
|
-10,278 | -3.6% |
P
S
|
275,959 | $19,913,201 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MSFT
Microsoft
|
Technology | 1.44% | 1.54% |
#17
2
Prev: #19
|
1.1 |
—
|
526 | 1.0% |
P
S
|
51,895 | $19,357,870 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 1.43% | 1.34% |
#18
3
Prev: #21
|
1.1 |
—
|
339 | 1.2% |
P
S
|
28,141 | $19,327,522 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
J
Jacobs Solution...
|
Industrials | 1.43% | 1.62% |
#19
1
Prev: #18
|
1.1 |
—
|
-4,278 | -2.7% |
P
S
|
153,088 | $19,289,088 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
REGN
Regeneron Pharm...
|
Healthcare | 1.28% | 1.80% |
#20
6
Prev: #14
|
1.0 |
—
|
-1,032 | -3.6% |
P
S
|
27,703 | $17,273,928 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SBUX
Starbucks
|
Consumer Cyclical | 1.23% | 1.24% |
#21
2
Prev: #23
|
1.0 |
—
|
-9,855 | -5.7% |
P
S
|
161,961 | $16,550,795 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
PEP
PepsiCo
|
Consumer Defensive | 1.17% | 1.49% |
#22
2
Prev: #20
|
1.0 |
—
|
-1,871 | -1.6% |
P
S
|
116,493 | $15,773,120 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BDX
Becton Dickinso...
|
Healthcare | 1.08% | 1.22% |
#23
1
Prev: #24
|
0.9 |
—
|
-76 | -0.1% |
P
S
|
95,949 | $14,519,962 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SNOW
Snowflake
|
Technology | 1.05% | 0.73% |
#24
12
Prev: #36
|
0.9 |
—
|
-4,502 | -7.5% |
P
S
|
55,518 | $14,129,331 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPHR
Sphere Entertai...
|
Communication Services | 1.00% | 0.86% |
#25
6
Prev: #31
|
0.9 |
—
|
-12,686 | -14.0% |
P
S
|
77,758 | $13,454,467 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BEPC
Brookfield Rene...
|
Utilities | 1.00% | 1.27% |
#26
4
Prev: #22
|
0.9 |
—
|
-30,594 | -7.8% |
P
S
|
362,218 | $13,445,532 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DIS
Walt Disney Com...
|
Communication Services | 0.90% | 1.05% |
#27
1
Prev: #26
|
0.9 |
—
|
-8,061 | -6.0% |
P
S
|
126,074 | $12,134,556 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
EW
Edwards Lifesci...
|
Healthcare | 0.87% | 0.87% |
#28
1
Prev: #29
|
0.8 |
—
|
-4,208 | -3.1% |
P
S
|
129,607 | $11,724,249 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.85% | 0.91% |
#29
2
Prev: #27
|
0.8 |
—
|
-942 | -2.1% |
P
S
|
44,934 | $11,411,968 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ZBRA
Zebra Tech
|
Technology | 0.83% | 0.76% |
#30
4
Prev: #34
|
0.8 |
—
|
-2,739 | -6.1% |
P
S
|
42,509 | $11,190,919 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VUG
Vanguard Growth...
|
ETF | 0.80% | 0.73% |
#31
6
Prev: #37
|
3.3 |
—
|
103,639 | 500.5% |
P
S
|
124,346 | $10,711,184 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
N/A
Exxon Mobil
|
|
Unknown | 0.79% | — |
#32
Prev: #—
|
3.8 |
—
|
78,246 | — |
NEW
|
78,246 | $10,697,793 | — | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
ECL
Ecolab
|
Basic Materials | 0.77% | 0.86% |
#33
3
Prev: #30
|
0.8 |
—
|
-2,573 | -6.4% |
P
S
|
37,344 | $10,404,518 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FNDF
Schwab Fundamen...
|
ETF | 0.75% | 0.76% |
#34
1
Prev: #35
|
0.8 |
—
|
-822 | -0.4% |
P
S
|
190,518 | $10,051,726 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
APD
Air Products
|
Basic Materials | 0.73% | 0.89% |
#35
7
Prev: #28
|
0.8 |
—
|
-4,478 | -11.8% |
P
S
|
33,458 | $9,809,216 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
JPM
JP Morgan Chase
|
Financial Services | 0.71% | 0.71% |
#36
3
Prev: #39
|
0.8 |
—
|
-788 | -2.6% |
P
S
|
29,204 | $9,559,365 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPGI
S&P Global
|
Financial Services | 0.70% | 0.77% |
#37
4
Prev: #33
|
0.8 |
—
|
524 | 2.3% |
P
S
|
22,990 | $9,362,908 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VTEB
Vanguard Tax-Ex...
|
ETF | 0.68% | 0.70% |
#38
2
Prev: #40
|
0.8 |
—
|
6,836 | 3.9% |
P
S
|
180,974 | $9,153,670 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ASML
ASML Holding NV
|
Technology | 0.68% | 0.50% |
#39
10
Prev: #49
|
0.8 |
—
|
-72 | -1.6% |
P
S
|
4,572 | $9,094,924 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VEEV
Veeva Systems
|
Healthcare | 0.66% | 0.66% |
#40
2
Prev: #42
|
2.3 |
—
|
3,475 | 7.5% |
P
S
|
49,843 | $8,845,637 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMT
American Tower
|
Real Estate | 0.62% | 0.72% |
#41
3
Prev: #38
|
0.7 |
—
|
-639 | -1.2% |
P
S
|
50,798 | $8,309,002 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
XYL
Xylem
|
Industrials | 0.62% | 0.67% |
#42
1
Prev: #41
|
0.7 |
—
|
1,080 | 1.6% |
P
S
|
70,141 | $8,291,347 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VTV
Vanguard Value ...
|
ETF | 0.56% | 0.54% |
#43
2
Prev: #45
|
0.7 |
—
|
737 | 2.2% |
P
S
|
34,613 | $7,543,173 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
WMT
WalMart
|
Consumer Defensive | 0.54% | 0.84% |
#44
12
Prev: #32
|
0.2 |
—
|
-19,468 | -23.4% |
P
S
|
63,712 | $7,216,021 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ISRG
Intuitive Surgi...
|
Healthcare | 0.50% | 0.63% |
#45
2
Prev: #43
|
0.7 |
—
|
-135 | -0.8% |
P
S
|
16,831 | $6,693,284 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
INVH
Invitation Home...
|
Real Estate | 0.46% | 0.48% |
#46
4
Prev: #50
|
0.7 |
—
|
-32,818 | -13.9% |
P
S
|
203,826 | $6,157,583 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
KMI
Kinder Morgan
|
Energy | 0.45% | 0.53% |
#47
1
Prev: #46
|
0.7 |
—
|
-5,430 | -2.8% |
P
S
|
190,409 | $6,087,371 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPY
SPDR Tr (S&P 50...
|
ETF | 0.44% | 0.36% |
#48
6
Prev: #54
|
2.2 |
—
|
1,076 | 15.7% |
P
S
|
7,931 | $5,922,307 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VTI
Vanguard Total ...
|
ETF | 0.43% | 0.39% |
#49
4
Prev: #53
|
0.7 |
—
|
470 | 3.1% |
P
S
|
15,617 | $5,778,915 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IBM
IBM
|
Technology | 0.43% | 0.41% |
#50
1
Prev: #51
|
0.7 |
—
|
-340 | -1.6% |
P
S
|
20,452 | $5,751,435 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-50 of 779 holdings