Filed: 7/29/2026ACC: 0001900099-26-000003
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 724 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
724
Positions
$1.35B
Total AUM (reported)
9.14M
Total Shares
Allocation by class
STOCK$1.14B84.5%
ETF$181.68M13.5%
REIT$16.91M1.3%
ADR$10.00M0.7%
CEF$324.2K0.0%
Portfolio Concentration
Top 3$256.71M19.1%
4–10$328.92M24.4%
11–25$303.46M22.5%
Rest$458.00M34.0%
Top 3 weight
19.1%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 9.14M
Sole
Full voting authority
7.75M
shares
% of voting shares84.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.39M
shares
% of voting shares15.2%
Investment Discretion (by position count)
Sole317
Shared0
Other407
Dominant voting typeSole · 84.8% of voting shares
Institutional Holdings724
Rows:
Quanta Services
OTRShares141.31K
TypeSH
Market value$101.75M
7.55%
Sole
137.38K
Shared
0.00
None
3.93K
Palo Alto Networks
OTRShares228.61K
TypeSH
Market value$77.96M
5.79%
Sole
224.09K
Shared
0.00
None
4.52K
Apple
OTRShares266.10K
TypeSH
Market value$77.00M
5.72%
Sole
252.77K
Shared
0.00
None
13.33K
Alphabet Cl C
OTRShares198.28K
TypeSH
Market value$70.06M
5.20%
Sole
191.27K
Shared
0.00
None
7.01K
Alphabet Cl A
OTRShares149.89K
TypeSH
Market value$53.57M
3.98%
Sole
142.61K
Shared
0.00
None
7.28K
Amazon
OTRShares198K
TypeSH
Market value$47.19M
3.50%
Sole
188.83K
Shared
0.00
None
9.17K
Visa
OTRShares129.40K
TypeSH
Market value$44.39M
3.30%
Sole
124.53K
Shared
0.00
None
4.86K
Meta Platforms
OTRShares67.81K
TypeSH
Market value$38.20M
2.84%
Sole
65.57K
Shared
0.00
None
2.24K
Deere & Co
OTRShares59.53K
TypeSH
Market value$37.76M
2.80%
Sole
58.71K
Shared
0.00
None
821.00
NVIDIA
OTRShares188.69K
TypeSH
Market value$37.76M
2.80%
Sole
177.44K
Shared
0.00
None
11.25K
Berkshire Hathaway B
OTRShares66.26K
TypeSH
Market value$33.16M
2.46%
Sole
65.61K
Shared
0.00
None
650.00
Booking Holdings
OTRShares178.76K
TypeSH
Market value$31.86M
2.37%
Sole
175.56K
Shared
0.00
None
3.20K
IQVIA Holdings
OTRShares120.94K
TypeSH
Market value$23.37M
1.73%
Sole
119.84K
Shared
0.00
None
1.10K
Schwab Fundamental U.S. Large Company ETF
DFNDShares737.03K
TypeSH
Market value$22.92M
1.70%
Sole
615.67K
Shared
0.00
None
121.37K
ResMed
OTRShares115.75K
TypeSH
Market value$22.56M
1.67%
Sole
113.54K
Shared
0.00
None
2.21K
Uber Technologies
OTRShares275.96K
TypeSH
Market value$19.91M
1.48%
Sole
272K
Shared
0.00
None
3.96K
Microsoft
OTRShares51.90K
TypeSH
Market value$19.36M
1.44%
Sole
48.20K
Shared
0.00
None
3.69K
Vanguard S&P 500 Index Fd ETF
DFNDShares28.14K
TypeSH
Market value$19.33M
1.43%
Sole
19.26K
Shared
0.00
None
8.88K
Jacobs Solutions
OTRShares153.09K
TypeSH
Market value$19.29M
1.43%
Sole
152.50K
Shared
0.00
None
583.00
Regeneron Pharmaceuticals
OTRShares27.70K
TypeSH
Market value$17.27M
1.28%
Sole
27.10K
Shared
0.00
None
599.00
Starbucks
OTRShares161.96K
TypeSH
Market value$16.55M
1.23%
Sole
159.67K
Shared
0.00
None
2.29K
PepsiCo
OTRShares116.49K
TypeSH
Market value$15.77M
1.17%
Sole
115.14K
Shared
0.00
None
1.35K
Becton Dickinson
OTRShares95.95K
TypeSH
Market value$14.52M
1.08%
Sole
95.58K
Shared
0.00
None
372.00
Snowflake
SOLEShares55.52K
TypeSH
Market value$14.13M
1.05%
Sole
55.23K
Shared
0.00
None
287.00
Sphere Entertainment
SOLEShares77.76K
TypeSH
Market value$13.45M
1.00%
Sole
77.44K
Shared
0.00
None
322.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Quanta ServicesOTR | Stock | 141.31K | SH | $101.75M 7.55% | 137.38K | 0.00 | 3.93K |
Palo Alto NetworksOTR | Stock | 228.61K | SH | $77.96M 5.79% | 224.09K | 0.00 | 4.52K |
AppleOTR | Stock | 266.10K | SH | $77.00M 5.72% | 252.77K | 0.00 | 13.33K |
Alphabet Cl COTR | Stock | 198.28K | SH | $70.06M 5.20% | 191.27K | 0.00 | 7.01K |
Alphabet Cl AOTR | Stock | 149.89K | SH | $53.57M 3.98% | 142.61K | 0.00 | 7.28K |
AmazonOTR | Stock | 198K | SH | $47.19M 3.50% | 188.83K | 0.00 | 9.17K |
VisaOTR | Stock | 129.40K | SH | $44.39M 3.30% | 124.53K | 0.00 | 4.86K |
Meta PlatformsOTR | Stock | 67.81K | SH | $38.20M 2.84% | 65.57K | 0.00 | 2.24K |
Deere & CoOTR | Stock | 59.53K | SH | $37.76M 2.80% | 58.71K | 0.00 | 821.00 |
NVIDIAOTR | Stock | 188.69K | SH | $37.76M 2.80% | 177.44K | 0.00 | 11.25K |
Berkshire Hathaway BOTR | Stock | 66.26K | SH | $33.16M 2.46% | 65.61K | 0.00 | 650.00 |
Booking HoldingsOTR | Stock | 178.76K | SH | $31.86M 2.37% | 175.56K | 0.00 | 3.20K |
IQVIA HoldingsOTR | Stock | 120.94K | SH | $23.37M 1.73% | 119.84K | 0.00 | 1.10K |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 737.03K | SH | $22.92M 1.70% | 615.67K | 0.00 | 121.37K |
ResMedOTR | Stock | 115.75K | SH | $22.56M 1.67% | 113.54K | 0.00 | 2.21K |
Uber TechnologiesOTR | Stock | 275.96K | SH | $19.91M 1.48% | 272K | 0.00 | 3.96K |
MicrosoftOTR | Stock | 51.90K | SH | $19.36M 1.44% | 48.20K | 0.00 | 3.69K |
Vanguard S&P 500 Index Fd ETFDFND | ETF | 28.14K | SH | $19.33M 1.43% | 19.26K | 0.00 | 8.88K |
Jacobs SolutionsOTR | Stock | 153.09K | SH | $19.29M 1.43% | 152.50K | 0.00 | 583.00 |
Regeneron PharmaceuticalsOTR | Stock | 27.70K | SH | $17.27M 1.28% | 27.10K | 0.00 | 599.00 |
StarbucksOTR | Stock | 161.96K | SH | $16.55M 1.23% | 159.67K | 0.00 | 2.29K |
PepsiCoOTR | Stock | 116.49K | SH | $15.77M 1.17% | 115.14K | 0.00 | 1.35K |
Becton DickinsonOTR | Stock | 95.95K | SH | $14.52M 1.08% | 95.58K | 0.00 | 372.00 |
SnowflakeSOLE | Stock | 55.52K | SH | $14.13M 1.05% | 55.23K | 0.00 | 287.00 |
Sphere EntertainmentSOLE | Stock | 77.76K | SH | $13.45M 1.00% | 77.44K | 0.00 | 322.00 |
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