Washington Trust Advisors, Inc. 13F Portfolio

CIK 1900099 Filing since Q4 2021 Q3 2026 filed Oct 22, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 22, 2026.

Portfolio Snapshot

526 positions · Q3 2026

Washington Trust Advisors, Inc. reported 526 positions worth $1.22B for the quarter ended Sep 30, 2026, up 4.3% on the prior quarter. It opened 26 new positions, added to 88, trimmed 165 and exited 51. Its largest holding is Quanta Services, Inc. at 7.3% of the portfolio.

Portfolio Value
$1.22B
+4.3% QoQ · +5.4% YoY
Positions
526
26 new · 51 sold out
Top 10 Concentration
49.7%
of portfolio value
Largest Position
PWR 7.3%
Quanta Services, Inc.
Net Buying
-$7.45M
$24.77M bought · $32.22M sold
Turnover
2.1%
of the portfolio traded
Top Sector
Technology
44.1% of value
Track Record
20
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
44.09%
Technology
Technology44.09%
Industrials15.79%
Healthcare14.89%
Financial Services9.55%
Consumer Discretionary6.58%
Consumer Staples3.01%
Energy1.81%
Communication Services1.12%
Real Estate1.05%
Utilities0.963%
Basic Materials0.887%
Other0.252%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyIndustrialsHealthcareFinancial ServicesConsumer DiscretionaryConsumer StaplesEnergyCommunication ServicesReal EstateUtilitiesBasic MaterialsOther

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
AXSM Axsome Therapeutics, Inc. +43.8K +25,021.7% $8.07M 0.666%
ARWR Arrowhead Pharmaceuticals, Inc. +47.1K +179.9% $3.08M 0.394%
TEM Tempus AI, Inc. +31.9K +35.7% $2.61M 0.814%
ISRG Intuitive Surgical Inc +5,887 +35.0% $2.39M 0.759%
SPCX Space Exploration Technologies Corp +13.5K +5,371.4% $2.04M 0.171%
MDLN Medline Inc. +30.9K +22.7% $1.07M 0.476%
KTOS Kratos Defense & Security Solutions, Inc. +24.3K +152.3% $1.04M 0.141%
GMED Globus Medical Inc +9,592 +21.3% $718.44K 0.336%
OUNZ VanEck Merk Gold ETF +17.3K +42.0% $688.63K 0.191%
BLK BlackRock, Inc. +450 +26.7% $476.23K 0.186%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
PANW Palo Alto Networks Inc -16.2K -7.1% $6.42M 6.93%
NKE NIKE, Inc. -59.1K -98.5% $2.09M <0.01%
DE Deere & Co -2,815 -4.7% $1.89M 3.13%
AMT American Tower Corp -11.1K -21.8% $1.81M 0.534%
PWR Quanta Services, Inc. -2,480 -1.8% $1.59M 7.33%
AAPL Apple Inc. -4,685 -1.8% $1.56M 7.15%
ALGN Align Technology Inc -10.4K -93.2% $1.52M <0.01%
REGN Regeneron Pharmaceuticals, Inc. -1,880 -6.8% $1.43M 1.61%
IQV Iqvia Holdings Inc. -4,755 -3.9% $1.28M 2.57%
PYPL PayPal Holdings, Inc. -16.2K -93.9% $850.14K <0.01%

New Positions

Q3 2026
Holding Shares Trade Value Weight
SPOT Spotify Technology S.A. +128 $62.34K <0.01%
SAN Banco Santander, S.A. +2,669 $36.91K <0.01%
AGCO Agco Corp +85 $9.71K <0.01%
VG Venture Global, Inc. +760 $9.61K <0.01%
DOCS Doximity, Inc. +250 $7.09K <0.01%
WELL Welltower Inc. +16 $3.68K <0.01%
JMKE Jersey Mike's Subs Inc. +219 $3.68K <0.01%
MTD Mettler Toledo International Inc/ +2 $2.82K <0.01%
NCNO nCino, Inc. +128 $2.32K <0.01%
NICE NICE Ltd. +20 $2.21K <0.01%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
EFX Equifax Inc -1,878 $298.08K 0.026%
ELAN Elanco Animal Health Inc -1,980 $48.73K <0.01%
CHRW C. H. Robinson Worldwide, Inc. -233 $43.89K <0.01%
DOCU Docusign, Inc. -820 $36.42K <0.01%
WWD Woodward, Inc. -77 $32.96K <0.01%
AFL Aflac Inc -246 $28.84K <0.01%
CLS Celestica Inc -76 $27.72K <0.01%
CPB CAMPBELL'S Co -950 $21.16K <0.01%
TKO TKO Group Holdings, Inc. -100 $20.13K <0.01%
W Wayfair Inc. -184 $17.01K <0.01%
Holdings · Q3 2026

526 Positions

As ofSep 30, 2026
Value$1.22B
Top 1049.7%
Avg position$2.31M
# Activity
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Showing 1–15 of 526 positions 13F filings on SEC EDGAR

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About Washington Trust Advisors, Inc.’s 13F Portfolio

What are Washington Trust Advisors, Inc.’s largest holdings?

As of its Q3 2026 13F filing, Washington Trust Advisors, Inc.’s five largest positions were Quanta Services, Inc. (PWR) at 7.3%, Apple Inc. (AAPL) at 7.2%, Palo Alto Networks Inc (PANW) at 6.9%, Alphabet Inc. (GOOG) at 5.5%, Alphabet Inc. (GOOGL) at 4.2% of the reported portfolio.

How much is Washington Trust Advisors, Inc.’s portfolio worth?

Washington Trust Advisors, Inc. reported a 13F portfolio worth $1.22B across 526 positions for Q3 2026. That is up 4.3% from the previous quarter.

What did Washington Trust Advisors, Inc. buy in Q3 2026?

Its largest purchases by value were Axsome Therapeutics, Inc. ($8.07M), Arrowhead Pharmaceuticals, Inc. ($3.08M), Tempus AI, Inc. ($2.61M). It opened 26 new positions.

What did Washington Trust Advisors, Inc. sell in Q3 2026?

Its largest sales by value were Palo Alto Networks Inc ($6.42M), NIKE, Inc. ($2.09M), Deere & Co ($1.89M). It exited 51 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Washington Trust Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.