Filed: 10/22/2026ACC: 0001900099-26-000006
📋 What this filing means
WASHINGTON TRUST ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 700 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
700
Positions
$1.40B
Total AUM (reported)
9.23M
Total Shares
Allocation by class
STOCK$1.19B85.1%
ETF$185.24M13.2%
REIT$13.79M1.0%
ADR$9.14M0.7%
CEF$450.3K0.0%
Portfolio Concentration
Top 3$260.66M18.6%
4–10$343.85M24.6%
11–25$329.53M23.5%
Rest$465.55M33.3%
Top 3 weight
18.6%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 9.23M
Sole
Full voting authority
7.77M
shares
% of voting shares84.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.46M
shares
% of voting shares15.8%
Investment Discretion (by position count)
Sole290
Shared0
Other410
Dominant voting typeSole · 84.2% of voting shares
Institutional Holdings700
Rows:
Quanta Services
OTRShares138.83K
TypeSH
Market value$89.20M
6.37%
Sole
134.87K
Shared
0.00
None
3.96K
Apple
OTRShares261.41K
TypeSH
Market value$87.06M
6.22%
Sole
248.73K
Shared
0.00
None
12.68K
Palo Alto Networks
OTRShares212.45K
TypeSH
Market value$84.41M
6.03%
Sole
208.69K
Shared
0.00
None
3.76K
Alphabet Cl C
OTRShares197.68K
TypeSH
Market value$67.36M
4.81%
Sole
190.64K
Shared
0.00
None
7.03K
Alphabet Cl A
OTRShares147.96K
TypeSH
Market value$50.91M
3.64%
Sole
140.68K
Shared
0.00
None
7.28K
Meta Platforms
OTRShares67.74K
TypeSH
Market value$49.13M
3.51%
Sole
65.49K
Shared
0.00
None
2.26K
Amazon
OTRShares196.94K
TypeSH
Market value$49.07M
3.51%
Sole
187.82K
Shared
0.00
None
9.12K
Visa
OTRShares128.98K
TypeSH
Market value$46.35M
3.31%
Sole
123.76K
Shared
0.00
None
5.22K
NVIDIA
OTRShares188.08K
TypeSH
Market value$42.95M
3.07%
Sole
175.91K
Shared
0.00
None
12.17K
Deere & Co
OTRShares56.72K
TypeSH
Market value$38.09M
2.72%
Sole
55.84K
Shared
0.00
None
873.00
Berkshire Hathaway B
OTRShares64.88K
TypeSH
Market value$32.30M
2.31%
Sole
64.17K
Shared
0.00
None
702.00
IQVIA Holdings
OTRShares116.19K
TypeSH
Market value$31.24M
2.23%
Sole
115.09K
Shared
0.00
None
1.10K
Booking Holdings
OTRShares178.72K
TypeSH
Market value$29.12M
2.08%
Sole
175.52K
Shared
0.00
None
3.20K
Microsoft
OTRShares51.36K
TypeSH
Market value$26.34M
1.88%
Sole
47.40K
Shared
0.00
None
3.96K
ResMed
OTRShares115.50K
TypeSH
Market value$25.54M
1.82%
Sole
113.29K
Shared
0.00
None
2.21K
Schwab Fundamental U.S. Large Company ETF
DFNDShares737.61K
TypeSH
Market value$23.21M
1.66%
Sole
616.81K
Shared
0.00
None
120.80K
Vanguard S&P 500 Index Fd ETF
DFNDShares31.05K
TypeSH
Market value$21.76M
1.55%
Sole
22.05K
Shared
0.00
None
8.99K
Jacobs Solutions
OTRShares152.31K
TypeSH
Market value$20.60M
1.47%
Sole
151.73K
Shared
0.00
None
583.00
Regeneron Pharmaceuticals
OTRShares25.82K
TypeSH
Market value$19.58M
1.40%
Sole
25.24K
Shared
0.00
None
579.00
Uber Technologies
OTRShares275.53K
TypeSH
Market value$18.88M
1.35%
Sole
271.57K
Shared
0.00
None
3.96K
Snowflake
SOLEShares53.52K
TypeSH
Market value$18.17M
1.30%
Sole
53.23K
Shared
0.00
None
287.00
Becton Dickinson
OTRShares95.50K
TypeSH
Market value$17.09M
1.22%
Sole
95.14K
Shared
0.00
None
360.00
Zebra Tech
SOLEShares42.70K
TypeSH
Market value$15.94M
1.14%
Sole
42.48K
Shared
0.00
None
222.00
Starbucks
OTRShares160.58K
TypeSH
Market value$15.09M
1.08%
Sole
158.29K
Shared
0.00
None
2.29K
PepsiCo
OTRShares115.74K
TypeSH
Market value$14.67M
1.05%
Sole
114.60K
Shared
0.00
None
1.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Quanta ServicesOTR | Stock | 138.83K | SH | $89.20M 6.37% | 134.87K | 0.00 | 3.96K |
AppleOTR | Stock | 261.41K | SH | $87.06M 6.22% | 248.73K | 0.00 | 12.68K |
Palo Alto NetworksOTR | Stock | 212.45K | SH | $84.41M 6.03% | 208.69K | 0.00 | 3.76K |
Alphabet Cl COTR | Stock | 197.68K | SH | $67.36M 4.81% | 190.64K | 0.00 | 7.03K |
Alphabet Cl AOTR | Stock | 147.96K | SH | $50.91M 3.64% | 140.68K | 0.00 | 7.28K |
Meta PlatformsOTR | Stock | 67.74K | SH | $49.13M 3.51% | 65.49K | 0.00 | 2.26K |
AmazonOTR | Stock | 196.94K | SH | $49.07M 3.51% | 187.82K | 0.00 | 9.12K |
VisaOTR | Stock | 128.98K | SH | $46.35M 3.31% | 123.76K | 0.00 | 5.22K |
NVIDIAOTR | Stock | 188.08K | SH | $42.95M 3.07% | 175.91K | 0.00 | 12.17K |
Deere & CoOTR | Stock | 56.72K | SH | $38.09M 2.72% | 55.84K | 0.00 | 873.00 |
Berkshire Hathaway BOTR | Stock | 64.88K | SH | $32.30M 2.31% | 64.17K | 0.00 | 702.00 |
IQVIA HoldingsOTR | Stock | 116.19K | SH | $31.24M 2.23% | 115.09K | 0.00 | 1.10K |
Booking HoldingsOTR | Stock | 178.72K | SH | $29.12M 2.08% | 175.52K | 0.00 | 3.20K |
MicrosoftOTR | Stock | 51.36K | SH | $26.34M 1.88% | 47.40K | 0.00 | 3.96K |
ResMedOTR | Stock | 115.50K | SH | $25.54M 1.82% | 113.29K | 0.00 | 2.21K |
Schwab Fundamental U.S. Large Company ETFDFND | ETF | 737.61K | SH | $23.21M 1.66% | 616.81K | 0.00 | 120.80K |
Vanguard S&P 500 Index Fd ETFDFND | ETF | 31.05K | SH | $21.76M 1.55% | 22.05K | 0.00 | 8.99K |
Jacobs SolutionsOTR | Stock | 152.31K | SH | $20.60M 1.47% | 151.73K | 0.00 | 583.00 |
Regeneron PharmaceuticalsOTR | Stock | 25.82K | SH | $19.58M 1.40% | 25.24K | 0.00 | 579.00 |
Uber TechnologiesOTR | Stock | 275.53K | SH | $18.88M 1.35% | 271.57K | 0.00 | 3.96K |
SnowflakeSOLE | Stock | 53.52K | SH | $18.17M 1.30% | 53.23K | 0.00 | 287.00 |
Becton DickinsonOTR | Stock | 95.50K | SH | $17.09M 1.22% | 95.14K | 0.00 | 360.00 |
Zebra TechSOLE | Stock | 42.70K | SH | $15.94M 1.14% | 42.48K | 0.00 | 222.00 |
StarbucksOTR | Stock | 160.58K | SH | $15.09M 1.08% | 158.29K | 0.00 | 2.29K |
PepsiCoOTR | Stock | 115.74K | SH | $14.67M 1.05% | 114.60K | 0.00 | 1.13K |
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