2026 Q1 Portfolio Activity
In 2026 Q1, Washington Trust Advisors, Inc. maintained a portfolio of 704 distinct positions. The most significant new addition was Waters Corp, now representing 0.31% of the total fund value. They heavily accumulated shares in S&P Global, increasing the position by 2142.1%. The fund also reduced its exposure to SPDR Tr (S&P 500) by 50.5%.
Position History
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Total Positions
704
Quarter
2026 Q1
Top Holding
PWR (7.0%)
Top 10 Concentration
40.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 704
Washington Trust Advisors, Inc. Full Holdings List — 2026 Q1
| 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 | 7.01% | 5.48% |
#1
1
Prev: #2
|
5.3 |
—
|
-11,926 | -7.0% |
P
S
|
157,960 | $86,723,552 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AAPL
Apple
|
Technology | 5.76% | 5.98% |
#2
1
Prev: #1
|
4.3 |
—
|
-6,933 | -2.4% |
P
S
|
280,814 | $71,267,662 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
GOOG
Alphabet Cl C
|
Communication Services | 4.82% | 5.12% |
#3
Prev: #3
|
3.4 |
—
|
-5,688 | -2.7% |
P
S
|
207,855 | $59,625,189 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
GOOGL
Alphabet Cl A
|
Communication Services | 3.63% | 3.83% |
#4
Prev: #4
|
2.5 |
—
|
-3,950 | -2.5% |
P
S
|
156,165 | $44,906,907 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AMZN
Amazon
|
Consumer Cyclical | 3.50% | 3.72% |
#5
Prev: #5
|
2.4 |
—
|
-3,466 | -1.6% |
P
S
|
207,550 | $43,226,438 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
V
Visa
|
Financial Services | 3.32% | 3.72% |
#6
Prev: #6
|
1.8 |
—
|
-2,870 | -2.1% |
P
S
|
135,917 | $41,079,762 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
META
Meta Platforms
|
Communication Services | 3.32% | 3.71% |
#7
Prev: #7
|
1.8 |
—
|
-1,789 | -2.4% |
P
S
|
71,745 | $41,047,190 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PANW
Palo Alto Netwo...
|
Technology | 3.16% | 3.42% |
#8
Prev: #8
|
1.8 |
—
|
429 | 0.2% |
P
S
|
243,483 | $39,035,195 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DE
Deere & Co
|
Industrials | 2.90% | 2.35% |
#9
3
Prev: #12
|
1.7 |
—
|
-2,556 | -3.9% |
P
S
|
63,630 | $35,842,951 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 2.75% | 2.87% |
#10
Prev: #10
|
1.6 |
—
|
-3,688 | -4.9% |
P
S
|
71,015 | $34,030,388 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BKNG
Booking Holding...
|
Consumer Cyclical | 2.56% | 3.12% |
#11
2
Prev: #9
|
1.5 |
—
|
-103 | -1.3% |
P
S
|
7,532 | $31,712,505 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NVDA
NVIDIA
|
Technology | 2.52% | 2.55% |
#12
1
Prev: #11
|
1.5 |
—
|
-578 | -0.3% |
P
S
|
178,433 | $31,118,722 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
RMD
ResMed
|
Healthcare | 2.17% | 2.26% |
#13
1
Prev: #14
|
1.4 |
—
|
-2,741 | -2.2% |
P
S
|
119,824 | $26,898,091 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
REGN
Regeneron Pharm...
|
Healthcare | 1.80% | 1.74% |
#14
2
Prev: #16
|
1.2 |
—
|
-689 | -2.3% |
P
S
|
28,735 | $22,201,810 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IQV
IQVIA Holdings
|
Healthcare | 1.78% | 2.27% |
#15
2
Prev: #13
|
1.2 |
—
|
-3,005 | -2.3% |
P
S
|
128,769 | $21,960,265 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
FNDX
Schwab Fundamen...
|
ETF | 1.67% | 1.57% |
#16
3
Prev: #19
|
1.2 |
—
|
-13,777 | -1.8% |
P
S
|
739,590 | $20,597,571 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
UBER
Uber Technologi...
|
Technology | 1.66% | 1.83% |
#17
2
Prev: #15
|
1.2 |
—
|
-7,209 | -2.5% |
P
S
|
286,237 | $20,589,028 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
J
Jacobs Solution...
|
Industrials | 1.62% | 1.63% |
#18
Prev: #18
|
1.1 |
—
|
-3,838 | -2.4% |
P
S
|
157,366 | $20,029,544 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MSFT
Microsoft
|
Technology | 1.54% | 1.73% |
#19
2
Prev: #17
|
2.6 |
—
|
4,642 | 9.9% |
P
S
|
51,369 | $19,015,283 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PEP
PepsiCo
|
Consumer Defensive | 1.49% | 1.33% |
#20
1
Prev: #21
|
1.1 |
—
|
-3,055 | -2.5% |
P
S
|
118,364 | $18,380,709 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 1.34% | 1.27% |
#21
1
Prev: #22
|
2.5 |
—
|
1,347 | 5.1% |
P
S
|
27,802 | $16,613,098 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BEPC
Brookfield Rene...
|
Utilities | 1.27% | 1.19% |
#22
2
Prev: #24
|
1.0 |
—
|
-13,100 | -3.2% |
P
S
|
392,812 | $15,645,702 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SBUX
Starbucks
|
Consumer Cyclical | 1.24% | 1.14% |
#23
2
Prev: #25
|
1.0 |
—
|
-5,680 | -3.2% |
P
S
|
171,816 | $15,392,996 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
BDX
Becton Dickinso...
|
Healthcare | 1.22% | 1.42% |
#24
4
Prev: #20
|
1.0 |
—
|
-19 | -0.0% |
P
S
|
96,025 | $15,098,011 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XOM
Exxon Mobil
|
Energy | 1.10% | 0.74% |
#25
11
Prev: #36
|
0.9 |
—
|
-181 | -0.2% |
P
S
|
80,209 | $13,608,259 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DIS
Walt Disney Com...
|
Communication Services | 1.05% | 1.21% |
#26
3
Prev: #23
|
0.9 |
—
|
-4,651 | -3.4% |
P
S
|
134,135 | $12,927,901 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.91% | 0.73% |
#27
10
Prev: #37
|
0.9 |
—
|
-20 | -0.0% |
P
S
|
45,876 | $11,214,006 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
APD
Air Products
|
Basic Materials | 0.89% | 0.84% |
#28
1
Prev: #29
|
0.9 |
—
|
-6,570 | -14.8% |
P
S
|
37,936 | $11,020,029 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
EW
Edwards Lifesci...
|
Healthcare | 0.87% | 0.90% |
#29
2
Prev: #27
|
0.8 |
—
|
-4,190 | -3.0% |
P
S
|
133,815 | $10,715,906 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ECL
Ecolab
|
Basic Materials | 0.86% | 0.83% |
#30
Prev: #30
|
0.8 |
—
|
-1,530 | -3.7% |
P
S
|
39,917 | $10,618,720 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SPHR
Sphere Entertai...
|
Communication Services | 0.86% | 0.75% |
#31
4
Prev: #35
|
0.8 |
—
|
-12,967 | -12.5% |
P
S
|
90,444 | $10,618,126 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
WMT
WalMart
|
Consumer Defensive | 0.84% | 0.71% |
#32
8
Prev: #40
|
0.8 |
—
|
-245 | -0.3% |
P
S
|
83,180 | $10,337,611 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SPGI
S&P Global
|
Financial Services | 0.77% | 0.04% |
#33
113
Prev: #146
|
3.3 |
—
|
21,464 | 2142.1% |
P
S
|
22,466 | $9,555,688 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ZBRA
Zebra Tech
|
Technology | 0.76% | 0.87% |
#34
6
Prev: #28
|
0.8 |
—
|
-1,494 | -3.2% |
P
S
|
45,248 | $9,460,452 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
FNDF
Schwab Fundamen...
|
ETF | 0.76% | 0.66% |
#35
9
Prev: #44
|
0.8 |
—
|
-1,021 | -0.5% |
P
S
|
191,340 | $9,362,277 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
SNOW
Snowflake
|
Technology | 0.73% | 0.97% |
#36
10
Prev: #26
|
0.8 |
—
|
2,121 | 3.7% |
P
S
|
60,020 | $9,052,226 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VUG
Vanguard Growth...
|
ETF | 0.73% | 0.79% |
#37
5
Prev: #32
|
0.8 |
—
|
-518 | -2.4% |
P
S
|
20,707 | $9,044,709 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AMT
American Tower
|
Real Estate | 0.72% | 0.70% |
#38
3
Prev: #41
|
0.8 |
—
|
-607 | -1.2% |
P
S
|
51,437 | $8,876,940 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JPM
JP Morgan Chase
|
Financial Services | 0.71% | 0.76% |
#39
6
Prev: #33
|
0.8 |
—
|
-701 | -2.3% |
P
S
|
29,992 | $8,822,465 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VTEB
Vanguard Tax-Ex...
|
ETF | 0.70% | 0.69% |
#40
2
Prev: #42
|
0.8 |
—
|
-4,391 | -2.5% |
P
S
|
174,138 | $8,687,738 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
XYL
Xylem
|
Industrials | 0.67% | 0.67% |
#41
2
Prev: #43
|
2.3 |
—
|
4,221 | 6.5% |
P
S
|
69,061 | $8,252,823 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VEEV
Veeva Systems
|
Healthcare | 0.66% | 0.79% |
#42
11
Prev: #31
|
0.8 |
—
|
-121 | -0.3% |
P
S
|
46,368 | $8,145,003 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ISRG
Intuitive Surgi...
|
Healthcare | 0.63% | 0.75% |
#43
9
Prev: #34
|
0.8 |
—
|
-462 | -2.7% |
P
S
|
16,966 | $7,820,947 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
CHWY
Chewy
|
Consumer Cyclical | 0.60% | 0.72% |
#44
5
Prev: #39
|
0.7 |
—
|
-8,099 | -2.8% |
P
S
|
276,785 | $7,473,195 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VTV
Vanguard Value ...
|
ETF | 0.54% | 0.50% |
#45
2
Prev: #47
|
0.7 |
—
|
-106 | -0.3% |
P
S
|
33,876 | $6,646,507 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
KMI
Kinder Morgan
|
Energy | 0.53% | 0.42% |
#46
4
Prev: #50
|
0.7 |
—
|
-3,214 | -1.6% |
P
S
|
195,839 | $6,566,476 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NKE
Nike
|
Consumer Cyclical | 0.51% | 0.60% |
#47
2
Prev: #45
|
0.7 |
—
|
-4,894 | -4.0% |
P
S
|
118,479 | $6,258,061 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PEN
Penumbra
|
Healthcare | 0.50% | 0.48% |
#48
1
Prev: #49
|
0.7 |
—
|
-1,422 | -7.1% |
P
S
|
18,686 | $6,135,922 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
ASML
ASML Holding NV
|
Technology | 0.50% | 0.39% |
#49
3
Prev: #52
|
0.7 |
—
|
-170 | -3.5% |
P
S
|
4,644 | $6,133,406 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
INVH
Invitation Home...
|
Real Estate | 0.48% | 0.54% |
#50
4
Prev: #46
|
0.7 |
—
|
-16,898 | -6.7% |
P
S
|
236,644 | $5,880,603 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 |
Showing 1-50 of 704 holdings