Latest Washington Trust Advisors, Inc. Stock Portfolio

Washington Trust Advisors, Inc. Performance:

2025 Q2: 9.25%YTD: 4.04%2024: 11.73%

Performance for 2025 Q2 is 9.25%, and YTD is 4.04%, and 2024 is 11.73%.

About Washington Trust Advisors, Inc. and 13F Hedge Fund Stock Holdings

Washington Trust Advisors, Inc. is a hedge fund based in WELLESLEY, MA. On 13-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.8 Billions. In it's latest 13F Holdings report, Washington Trust Advisors, Inc. reported an equity portfolio of $1.2 Billions as of 30 Jun, 2025.

The top stock holdings of Washington Trust Advisors, Inc. are PWR, AAPL, META. The fund has invested 5.8% of it's portfolio in QUANTA SERVICES and 5% of portfolio in APPLE.

The fund managers got completely rid off VANGUARD LARGE-CAP ETF (VB), KKR & CO INC (KKR) and O'REILLY AUTOMOTIVE INC (ORLY) stocks. They significantly reduced their stock positions in MOHAWK INDS INC COM (MHK), INTERNATIONAL PAPER CO COM (IP) and AMENTUM HOLDINGS. Washington Trust Advisors, Inc. opened new stock positions in VANGUARD SHORT TERM BOND INDEX (BIV), CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) and ON HLDG AG NAMEN AKT A. The fund showed a lot of confidence in some stocks as they added substantially to VERTIV HOLDINGS (VRT), ALIGN TECHNOLOGY (ALGN) and ULTRAGENYX PHARMACEUTICAL INC COM (RARE).

Washington Trust Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Washington Trust Advisors, Inc. made a return of 9.25% in the last quarter. In trailing 12 months, it's portfolio return was 7.33%.

New Buys

Ticker	$ Bought
vanguard short term bond index	555,858
capital group dividend value etf	29,499
on hldg ag namen akt a	29,356
netapp inc	15,983
agilent technologies	13,925
henry schein inc	13,880
international flavors & fragrance	13,018
cooper companies inc	12,666

New stocks bought by Washington Trust Advisors, Inc.

Additions

Ticker	% Inc.
vertiv holdings	1,566
align technology	971
seagate technology hldngs plc ord shs	700
invesco qqq etf	441
jpmorgan ultra-short income etf	238
equitable holdings inc	225
intuit	176
microchip technology inc	162

Additions to existing portfolio by Washington Trust Advisors, Inc.

Reductions

Ticker	% Reduced
amentum holdings	-80.72
adobe systems	-76.28
boston scientific corp	-72.07
synopsis inc	-64.8
alibaba group	-52.8
spdr s&p dividend etf iv	-46.63
ishares russell mid-cap value etf	-46.54
howmet aerospace	-38.74

Washington Trust Advisors, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Washington Trust Advisors, Inc.

Sector Distribution

Washington Trust Advisors, Inc. has about 19.6% of it's holdings in Technology sector.

Sector	%
Technology	19.6
Others	15.4
Industrials	13
Consumer Cyclical	12.2
Healthcare	12
Communication Services	11.9
Financial Services	6.4
Consumer Defensive	2.9
Basic Materials	2.6
Real Estate	2.4
Energy	1.4

Market Cap. Distribution

Washington Trust Advisors, Inc. has about 81.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.2
MEGA-CAP	33.5
UNALLOCATED	15.4
MID-CAP	2.2

Stocks belong to which Index?

About 76.8% of the stocks held by Washington Trust Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	76.8
Others	22.3

Top 5 Winners (%)		%
COIN	coinbase global inc com cl a	102.7 %
EYPT	eyepoint pharmaceuticals inc com new	73.6 %
AVGO	broadcom	63.6 %
VST	vistra	60.9 %
PLTR	palantir technologies	58.0 %

Top 5 Winners ($)		$
PWR	quanta services	23.3 M
META	meta platforms	12.5 M
BKNG	booking holdings	9.6 M
NVDA	nvidia	9.5 M
PANW	palo alto networks	8.5 M

Top 5 Losers (%)		%
CABO	cable one	-48.9 %
FAST	fastenal	-44.7 %
NEOG	neogen	-44.6 %
UNH	unitedhealth group	-40.4 %
ALDX	aldeyra therapeutics	-33.4 %

Top 5 Losers ($)		$
BDX	becton dickinson	-5.4 M
AAPL	apple	-5.2 M
REGN	regeneron pharmaceuticals	-3.2 M
IQV	iqvia holdings	-2.6 M
PEP	pepsico	-2.3 M

Washington Trust Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Washington Trust Advisors, Inc.

Washington Trust Advisors, Inc. has 635 stocks in it's portfolio. About 40.5% of the portfolio is in top 10 stocks. BDX proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for Washington Trust Advisors, Inc. last quarter.

Last Reported on: 31 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	PWR	quanta services	5.76	187,590	70,924,200	reduced	-0.34
Historical Trend of QUANTA SERVICES Position Held By Washington Trust Advisors, Inc. What % of Portfolio is PWR?: Number of PWR shares held: Change in No. of Shares Held:
	AAPL	apple	5.01	300,822	61,719,700	reduced	-0.93

	META	meta platforms	4.61	76,884	56,747,000	reduced	-1.8

	PANW	palo alto networks	4.15	249,813	51,121,700	reduced	-0.25

	V	visa	4.14	143,503	50,950,800	reduced	-0.69

	AMZN	amazon	3.92	219,872	48,237,700	reduced	-0.21

	BKNG	booking holdings	3.79	8,064	46,683,900	reduced	-0.59

	GOOG	alphabet cl c	3.19	221,326	39,261,000	reduced	-2.42

		berkshire hathaway b	3.07	77,859	37,821,600	reduced	-0.35

	DE	deere & co	2.83	68,555	34,859,700	reduced	-0.14

	RMD	resmed	2.68	127,973	33,017,000	reduced	-0.27

	NVDA	nvidia	2.48	193,234	30,529,000	added	2.02

	GOOG	alphabet cl a	2.47	172,728	30,439,900	reduced	-3.32

	UBER	uber technologies	2.31	304,996	28,456,100	reduced	-3.31

	MSFT	microsoft	1.94	47,971	23,861,200	added	1.08

	J	jacobs solutions	1.78	166,792	21,924,800	reduced	-0.38

	IQV	iqvia holdings	1.75	136,551	21,519,100	added	0.08

	FNDA	schwab fundamental u.s. large company etf	1.55	779,628	19,132,100	reduced	-0.42

	APD	air products	1.54	67,311	18,985,700	reduced	-0.38

	DIS	walt disney company	1.46	144,901	17,969,200	reduced	-1.2