Filed: 4/6/2026ACC: 0001900099-26-000002
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 684 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
684
Positions
$1.24B
Total AUM (reported)
8.93M
Total Shares
Allocation by class
STOCK$1.05B84.8%
ETF$161.98M13.1%
REIT$18.27M1.5%
ADR$7.55M0.6%
CEF$334.5K0.0%
Portfolio Concentration
Top 3$217.62M17.6%
4–10$279.17M22.6%
11–25$308.86M25.0%
Rest$431.12M34.9%
Top 3 weight
17.6%
Top 10 weight
40.2%
Voting Authority Distribution
Total shares with voting rights: 8.93M
Sole
Full voting authority
7.56M
shares
% of voting shares84.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.38M
shares
% of voting shares15.4%
Investment Discretion (by position count)
Sole279
Shared0
Other405
Dominant voting typeSole · 84.6% of voting shares
Institutional Holdings684
Rows:
Quanta Services
OTRShares157.96K
TypeSH
Market value$86.72M
7.01%
Sole
153.97K
Shared
0.00
None
3.99K
Apple
OTRShares280.81K
TypeSH
Market value$71.27M
5.76%
Sole
265.65K
Shared
0.00
None
15.17K
Alphabet Cl C
OTRShares207.85K
TypeSH
Market value$59.63M
4.82%
Sole
200.84K
Shared
0.00
None
7.02K
Alphabet Cl A
OTRShares156.16K
TypeSH
Market value$44.91M
3.63%
Sole
148.59K
Shared
0.00
None
7.57K
Amazon
OTRShares207.55K
TypeSH
Market value$43.23M
3.50%
Sole
197.95K
Shared
0.00
None
9.60K
Visa
OTRShares135.92K
TypeSH
Market value$41.08M
3.32%
Sole
129.46K
Shared
0.00
None
6.45K
Meta Platforms
OTRShares71.75K
TypeSH
Market value$41.05M
3.32%
Sole
69.57K
Shared
0.00
None
2.18K
Palo Alto Networks
OTRShares243.48K
TypeSH
Market value$39.04M
3.16%
Sole
238.40K
Shared
0.00
None
5.08K
Deere & Co
OTRShares63.63K
TypeSH
Market value$35.84M
2.90%
Sole
62.58K
Shared
0.00
None
1.05K
Berkshire Hathaway B
OTRShares71.02K
TypeSH
Market value$34.03M
2.75%
Sole
70.38K
Shared
0.00
None
639.00
Booking Holdings
OTRShares7.53K
TypeSH
Market value$31.71M
2.56%
Sole
7.38K
Shared
0.00
None
152.00
NVIDIA
OTRShares178.43K
TypeSH
Market value$31.12M
2.52%
Sole
167.19K
Shared
0.00
None
11.24K
ResMed
OTRShares119.82K
TypeSH
Market value$26.90M
2.17%
Sole
117.10K
Shared
0.00
None
2.72K
Regeneron Pharmaceuticals
OTRShares28.73K
TypeSH
Market value$22.20M
1.80%
Sole
28.07K
Shared
0.00
None
670.00
IQVIA Holdings
OTRShares128.77K
TypeSH
Market value$21.96M
1.78%
Sole
127.31K
Shared
0.00
None
1.46K
Schwab Fundamental U.S. Large Company ETF
DFNDShares739.59K
TypeSH
Market value$20.60M
1.67%
Sole
618.27K
Shared
0.00
None
121.32K
Uber Technologies
OTRShares286.24K
TypeSH
Market value$20.59M
1.66%
Sole
281.51K
Shared
0.00
None
4.73K
Jacobs Solutions
OTRShares157.37K
TypeSH
Market value$20.03M
1.62%
Sole
156.81K
Shared
0.00
None
552.00
Microsoft
OTRShares51.37K
TypeSH
Market value$19.02M
1.54%
Sole
47.56K
Shared
0.00
None
3.81K
PepsiCo
OTRShares118.36K
TypeSH
Market value$18.38M
1.49%
Sole
116.81K
Shared
0.00
None
1.56K
Vanguard S&P 500 Index Fd ETF
DFNDShares27.80K
TypeSH
Market value$16.61M
1.34%
Sole
18.94K
Shared
0.00
None
8.86K
Brookfield Renewable Corp
SOLEShares392.81K
TypeSH
Market value$15.65M
1.27%
Sole
390.25K
Shared
0.00
None
2.56K
Starbucks
OTRShares171.82K
TypeSH
Market value$15.39M
1.24%
Sole
169.53K
Shared
0.00
None
2.29K
Becton Dickinson
OTRShares96.03K
TypeSH
Market value$15.10M
1.22%
Sole
95.58K
Shared
0.00
None
448.00
Exxon Mobil
OTRShares80.21K
TypeSH
Market value$13.61M
1.10%
Sole
76.02K
Shared
0.00
None
4.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Quanta ServicesOTR | Stock | 157.96K | SH | $86.72M 7.01% | 153.97K | 0.00 | 3.99K |
AppleOTR | Stock | 280.81K | SH | $71.27M 5.76% | 265.65K | 0.00 | 15.17K |
Alphabet Cl COTR | Stock | 207.85K | SH | $59.63M 4.82% | 200.84K | 0.00 | 7.02K |
Alphabet Cl AOTR | Stock | 156.16K | SH | $44.91M 3.63% | 148.59K | 0.00 | 7.57K |
AmazonOTR | Stock | 207.55K | SH | $43.23M 3.50% | 197.95K | 0.00 | 9.60K |
VisaOTR | Stock | 135.92K | SH | $41.08M 3.32% | 129.46K | 0.00 | 6.45K |
Meta PlatformsOTR | Stock | 71.75K | SH | $41.05M 3.32% | 69.57K | 0.00 | 2.18K |
Palo Alto NetworksOTR | Stock | 243.48K | SH | $39.04M 3.16% | 238.40K | 0.00 | 5.08K |
Deere & CoOTR | Stock | 63.63K | SH | $35.84M 2.90% | 62.58K | 0.00 | 1.05K |
Berkshire Hathaway BOTR | Stock | 71.02K | SH | $34.03M 2.75% | 70.38K | 0.00 | 639.00 |
Booking HoldingsOTR | Stock | 7.53K | SH | $31.71M 2.56% | 7.38K | 0.00 | 152.00 |
NVIDIAOTR | Stock | 178.43K | SH | $31.12M 2.52% | 167.19K | 0.00 | 11.24K |
ResMedOTR | Stock | 119.82K | SH | $26.90M 2.17% | 117.10K | 0.00 | 2.72K |
Regeneron PharmaceuticalsOTR | Stock | 28.73K | SH | $22.20M 1.80% | 28.07K | 0.00 | 670.00 |
IQVIA HoldingsOTR | Stock | 128.77K | SH | $21.96M 1.78% | 127.31K | 0.00 | 1.46K |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 739.59K | SH | $20.60M 1.67% | 618.27K | 0.00 | 121.32K |
Uber TechnologiesOTR | Stock | 286.24K | SH | $20.59M 1.66% | 281.51K | 0.00 | 4.73K |
Jacobs SolutionsOTR | Stock | 157.37K | SH | $20.03M 1.62% | 156.81K | 0.00 | 552.00 |
MicrosoftOTR | Stock | 51.37K | SH | $19.02M 1.54% | 47.56K | 0.00 | 3.81K |
PepsiCoOTR | Stock | 118.36K | SH | $18.38M 1.49% | 116.81K | 0.00 | 1.56K |
Vanguard S&P 500 Index Fd ETFDFND | ETF | 27.80K | SH | $16.61M 1.34% | 18.94K | 0.00 | 8.86K |
Brookfield Renewable CorpSOLE | Stock | 392.81K | SH | $15.65M 1.27% | 390.25K | 0.00 | 2.56K |
StarbucksOTR | Stock | 171.82K | SH | $15.39M 1.24% | 169.53K | 0.00 | 2.29K |
Becton DickinsonOTR | Stock | 96.03K | SH | $15.10M 1.22% | 95.58K | 0.00 | 448.00 |
Exxon MobilOTR | Stock | 80.21K | SH | $13.61M 1.10% | 76.02K | 0.00 | 4.19K |
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