1y return+17.4%S&P 500 +20.9%
3y return+52.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $142 against $157 in the S&P 500.2
Washington Trust Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PWRQuanta Services | $101.7M | 7.6% | −10.5% |
| PANWPalo Alto Networks | $78.0M | 5.8% | −6.1% |
| AAPLApple | $77.0M | 5.7% | −5.2% |
| GOOGAlphabet Cl C | $70.1M | 5.2% | −4.6% |
| GOOGLAlphabet Cl A | $53.6M | 4.0% | −4.0% |
| AMZNAmazon | $47.2M | 3.5% | −4.6% |
| VVisa | $44.4M | 3.3% | −4.8% |
| METAMeta Platforms | $38.2M | 2.8% | −5.5% |
| DEDeere & Co | $37.8M | 2.8% | −6.4% |
| NVDANvidia | $37.8M | 2.8% | +5.7% |
| BRK/BBerkshire Hathaway B | $33.2M | 2.5% | −6.7% |
| BKNGBooking Holdings | $31.9M | 2.4% | −5.1% |
| IQVIQVIA Holdings | $23.4M | 1.7% | −6.1% |
| FNDXSchwab Fundamental U.S. Large Company ETF | $22.9M | 1.7% | |
| RMDResMed | $22.6M | 1.7% | −3.4% |
| UBERUber Technologies | $19.9M | 1.5% | −3.6% |
| MSFTMicrosoft | $19.4M | 1.4% | +1.0% |
| VOOVanguard S&P 500 Index Fd ETF | $19.3M | 1.4% | +1.2% |
| JJacobs Solutions | $19.3M | 1.4% | −2.7% |
| REGNRegeneron Pharmaceuticals | $17.3M | 1.3% | −3.6% |
| SBUXStarbucks | $16.6M | 1.2% | −5.7% |
| PEPPepsiCo | $15.8M | 1.2% | −1.6% |
| BDXBecton Dickinson | $14.5M | 1.1% | |
| SNOWSnowflake | $14.1M | 1.0% | −7.5% |
| SPHRSphere Entertainment | $13.5M | 1.0% | −14.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia | December 31, 2021 | +580.3% | $37.8M |
| PWRQuanta Services | December 31, 2021 | +528.0% | $101.7M |
| PANWPalo Alto Networks | December 31, 2021 | +267.5% | $78.0M |
| ASML Holding NVCUSIP N07059210 | March 31, 2025 | +200.2% | $9.1M |
| GOOGLAlphabet Cl A | December 31, 2021 | +146.7% | $53.6M |
| SPHRSphere Entertainment | December 31, 2021 | +146.0% | $13.5M |
| GOOGAlphabet Cl C | December 31, 2021 | +144.2% | $70.1M |
| JPMJP Morgan Chase | December 31, 2021 | +106.7% | $9.6M |
| BRK/BBerkshire Hathaway B | September 30, 2022 | +87.4% | $33.2M |
| BKNGBooking Holdings | December 31, 2021 | +85.7% | $31.9M |
Sold off last quarter
- Exxon MobilCUSIP 30231G102 was $13.6M
- Honeywell Int'lCUSIP 438516106 was $195K
- XLGInvesco S&P 500 was $180K
- DuPontCUSIP 26614N102 was $70K
- Spotify Technology ACUSIP L8681T102 was $45K
- CELHCelsius Holdings was $35K
- XLEState Street Energy Select Sector SPDR ETF was $27K
- STWDStarwood Property Trust was $17K
- HSICHenry Schein Inc was $14K
- LHXL3Harris Technologies Ord was $10K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +10.0% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Washington Trust Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1900099&type=13F-HR&dateb=&owner=include&count=40CIK 1900099
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1900099/000190009926000003/Filed July 29, 2026 · accession 0001900099-26-000003