Filed: 2/3/2026ACC: 0001900099-26-000001
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 585 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
585
Positions
$1.31B
Total AUM (reported)
9.08M
Total Shares
Allocation by class
STOCK$1.11B85.1%
ETF$167.45M12.8%
REIT$20.49M1.6%
ADR$7.14M0.5%
CEF$358.3K0.0%
Portfolio Concentration
Top 3$216.94M16.6%
4–10$319.24M24.4%
11–25$333.52M25.5%
Rest$439.11M33.6%
Top 3 weight
16.6%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 9.08M
Sole
Full voting authority
7.72M
shares
% of voting shares84.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.37M
shares
% of voting shares15.1%
Investment Discretion (by position count)
Sole321
Shared0
Other264
Dominant voting typeSole · 84.9% of voting shares
Institutional Holdings585
Rows:
Apple
OTRShares287.75K
TypeSH
Market value$78.23M
5.98%
Sole
272.19K
Shared
0.00
None
15.56K
Quanta Services
OTRShares169.89K
TypeSH
Market value$71.70M
5.48%
Sole
165.89K
Shared
0.00
None
4K
Alphabet Cl C
OTRShares213.54K
TypeSH
Market value$67.01M
5.12%
Sole
206.70K
Shared
0.00
None
6.84K
Alphabet Cl A
OTRShares160.12K
TypeSH
Market value$50.12M
3.83%
Sole
152.83K
Shared
0.00
None
7.28K
Amazon
OTRShares211.02K
TypeSH
Market value$48.71M
3.72%
Sole
201.24K
Shared
0.00
None
9.78K
Visa
OTRShares138.79K
TypeSH
Market value$48.67M
3.72%
Sole
132.35K
Shared
0.00
None
6.44K
Meta Platforms
OTRShares73.53K
TypeSH
Market value$48.54M
3.71%
Sole
71.33K
Shared
0.00
None
2.20K
Palo Alto Networks
OTRShares243.05K
TypeSH
Market value$44.77M
3.42%
Sole
238.26K
Shared
0.00
None
4.79K
Booking Holdings
SOLEShares7.63K
TypeSH
Market value$40.89M
3.12%
Sole
7.50K
Shared
0.00
None
138.00
Berkshire Hathaway B
OTRShares74.70K
TypeSH
Market value$37.55M
2.87%
Sole
74.17K
Shared
0.00
None
535.00
NVIDIA
OTRShares179.01K
TypeSH
Market value$33.39M
2.55%
Sole
167.83K
Shared
0.00
None
11.18K
Deere & Co
OTRShares66.19K
TypeSH
Market value$30.81M
2.35%
Sole
65.13K
Shared
0.00
None
1.05K
IQVIA Holdings
SOLEShares131.77K
TypeSH
Market value$29.70M
2.27%
Sole
130.42K
Shared
0.00
None
1.35K
ResMed
SOLEShares122.56K
TypeSH
Market value$29.52M
2.26%
Sole
119.85K
Shared
0.00
None
2.71K
Uber Technologies
OTRShares293.45K
TypeSH
Market value$23.98M
1.83%
Sole
288.86K
Shared
0.00
None
4.58K
Regeneron Pharmaceuticals
OTRShares29.42K
TypeSH
Market value$22.71M
1.74%
Sole
28.75K
Shared
0.00
None
669.00
Microsoft
OTRShares46.73K
TypeSH
Market value$22.60M
1.73%
Sole
41.93K
Shared
0.00
None
4.79K
Jacobs Solutions
OTRShares161.20K
TypeSH
Market value$21.35M
1.63%
Sole
160.75K
Shared
0.00
None
450.00
Schwab Fundamental U.S. Large Company ETF
DFNDShares753.37K
TypeSH
Market value$20.50M
1.57%
Sole
632.10K
Shared
0.00
None
121.27K
Becton Dickinson
OTRShares96.04K
TypeSH
Market value$18.64M
1.42%
Sole
95.58K
Shared
0.00
None
467.00
PepsiCo
OTRShares121.42K
TypeSH
Market value$17.43M
1.33%
Sole
119.36K
Shared
0.00
None
2.06K
Vanguard S&P 500 Index Fd ETF
DFNDShares26.45K
TypeSH
Market value$16.59M
1.27%
Sole
17.35K
Shared
0.00
None
9.11K
Walt Disney Company
OTRShares138.79K
TypeSH
Market value$15.79M
1.21%
Sole
136.38K
Shared
0.00
None
2.41K
Brookfield Renewable Corp
SOLEShares405.91K
TypeSH
Market value$15.56M
1.19%
Sole
403.35K
Shared
0.00
None
2.56K
Starbucks
OTRShares177.50K
TypeSH
Market value$14.95M
1.14%
Sole
175.25K
Shared
0.00
None
2.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AppleOTR | Stock | 287.75K | SH | $78.23M 5.98% | 272.19K | 0.00 | 15.56K |
Quanta ServicesOTR | Stock | 169.89K | SH | $71.70M 5.48% | 165.89K | 0.00 | 4K |
Alphabet Cl COTR | Stock | 213.54K | SH | $67.01M 5.12% | 206.70K | 0.00 | 6.84K |
Alphabet Cl AOTR | Stock | 160.12K | SH | $50.12M 3.83% | 152.83K | 0.00 | 7.28K |
AmazonOTR | Stock | 211.02K | SH | $48.71M 3.72% | 201.24K | 0.00 | 9.78K |
VisaOTR | Stock | 138.79K | SH | $48.67M 3.72% | 132.35K | 0.00 | 6.44K |
Meta PlatformsOTR | Stock | 73.53K | SH | $48.54M 3.71% | 71.33K | 0.00 | 2.20K |
Palo Alto NetworksOTR | Stock | 243.05K | SH | $44.77M 3.42% | 238.26K | 0.00 | 4.79K |
Booking HoldingsSOLE | Stock | 7.63K | SH | $40.89M 3.12% | 7.50K | 0.00 | 138.00 |
Berkshire Hathaway BOTR | Stock | 74.70K | SH | $37.55M 2.87% | 74.17K | 0.00 | 535.00 |
NVIDIAOTR | Stock | 179.01K | SH | $33.39M 2.55% | 167.83K | 0.00 | 11.18K |
Deere & CoOTR | Stock | 66.19K | SH | $30.81M 2.35% | 65.13K | 0.00 | 1.05K |
IQVIA HoldingsSOLE | Stock | 131.77K | SH | $29.70M 2.27% | 130.42K | 0.00 | 1.35K |
ResMedSOLE | Stock | 122.56K | SH | $29.52M 2.26% | 119.85K | 0.00 | 2.71K |
Uber TechnologiesOTR | Stock | 293.45K | SH | $23.98M 1.83% | 288.86K | 0.00 | 4.58K |
Regeneron PharmaceuticalsOTR | Stock | 29.42K | SH | $22.71M 1.74% | 28.75K | 0.00 | 669.00 |
MicrosoftOTR | Stock | 46.73K | SH | $22.60M 1.73% | 41.93K | 0.00 | 4.79K |
Jacobs SolutionsOTR | Stock | 161.20K | SH | $21.35M 1.63% | 160.75K | 0.00 | 450.00 |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 753.37K | SH | $20.50M 1.57% | 632.10K | 0.00 | 121.27K |
Becton DickinsonOTR | Stock | 96.04K | SH | $18.64M 1.42% | 95.58K | 0.00 | 467.00 |
PepsiCoOTR | Stock | 121.42K | SH | $17.43M 1.33% | 119.36K | 0.00 | 2.06K |
Vanguard S&P 500 Index Fd ETFDFND | ETF | 26.45K | SH | $16.59M 1.27% | 17.35K | 0.00 | 9.11K |
Walt Disney CompanyOTR | Stock | 138.79K | SH | $15.79M 1.21% | 136.38K | 0.00 | 2.41K |
Brookfield Renewable CorpSOLE | Stock | 405.91K | SH | $15.56M 1.19% | 403.35K | 0.00 | 2.56K |
StarbucksOTR | Stock | 177.50K | SH | $14.95M 1.14% | 175.25K | 0.00 | 2.25K |
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