Top Institutional Investors

Washington Trust Advisors, Inc. — 13F Holdings & Portfolio

CIK 1900099 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Washington Trust Advisors, Inc. manages $1.35B in 13F-reported U.S. long-equity assets across 917 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PWR (7.55%), PANW (5.77%), AAPL (5.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 95 new positions and exited 55; 344 existing positions rose in reported value and 144 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.35B

Long-equity book

Holdings
917

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+95 / −55 / ↑344 / ↓144

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
PWR7.6% · -10%PANW5.8% · -6%AAPL5.7% · -5%GOOG5.2% · -5%GOOGL4.0% · -4%AMZN3.5% · -5%V3.3% · -5%META2.8% · -6%DE2.8% · -6%NVDA2.8% · +6%BRK.B2.5% · -7%BKNG2.4% · +2273%IQV1.7% · -6%FNDX1.7% · -0%RMD1.7% · -3%UBER1.5% · -4%MSFT1.4% · +1%VOO1.4% · +1%J1.4% · -3%REGN1.3% · -4%SBUX1.2% · -6%PEP1.2% · -2%BDX1.1% · -0%SNOW1.0% · -8%SPHR1.0% · -14%BEPC1.0% · -8%DIS0.9% · -6%EW0.9% · -3%JNJ0.8% · -2%ZBRA0.8% · -6%VUG0.8% · +500%XOM0.8% · -2%ECL0.8% · -6%FNDF0.7% · -0%APD0.7% · -12%JPM0.7% · -3%SPGI0.7% · +2%VTEB0.7% · +4%ASML0.7% · -2%VEEV0.7% · +8%AMT0.6% · -1%XYL0.6% · +2%VTV0.6% · +2%WMT0.5% · -23%ISRG0.5% · -1%INVH0.5% · -14%KMI0.5% · -3%SPY0.4% · +16%VTI0.4% · +3%IBM0.4% · -2%CSCO0.4% · -12%MDLN0.4% · newTEM0.4% · +49%CHWY0.4% · -6%HYG0.4% · +0%WAT0.4% · -0%VEA0.3% · -1%DFAU0.3% · +18%DFNM0.3% · -2%ETN0.3% · -6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 24, 2026.

Assets Under Management
$7.40B
Discretionary
$6.53B
Employees
79
Accounts
251
Address
1200 6TH AVE
SUITE 700
SEATTLE, WA 98101-3123
Phone
(206) 382-0825
Website
Name Title / Status Ownership Type
BURY, PETER, ROBERT ControlDIRECTOR/SVP/REAL ESTATE
since Sep 2025
Less than 5%Individual
CARLSON, CORY, ALAN ControlDIRECTOR/CHAIRMAN
since Jan 2026
10–25%Individual
CHEUNG, MICHAEL, SI HO ControlDIRECTOR/SVP/CIO CAPITAL MARKETS
since Sep 2012
Less than 5%Individual
CLEMENTS, THANDI ControlDIRECTOR/SVP/CHIEF MARKETING OFFICER
since Sep 2022
Less than 5%Individual
DEAN, ROBIN, A ControlDIRECTOR/SVP/REAL ESTATE
since Sep 2025
Less than 5%Individual
DEBELLIS, MATTHEW ControlDIRECTOR/SVP/REAL ESTATE
since Sep 2025
5–10%Individual
Gage, Jenny, Charlotte ControlDIRECTOR/SVP/REAL ESTATE
since Aug 2020
Less than 5%Individual
LEERET, RICHARD, P ControlDIRECTOR/SVP/REAL ESTATE
since Sep 2025
Less than 5%Individual
MORGAN, MELVIN ControlDIRECTOR/EVP/CHIEF INVETSTMENT OFFICER - REAL ESTATE
since Jan 2025
5–10%Individual
RAVETTA, PAUL, GERARD ControlDIRECTOR/PRESIDENT/CEO
since Jan 2026
10–25%Individual
VOLL, TRACEY, LEE ControlDIRECTOR/EVP/CHIEF COMPLIANCE OFFICER/COO
since Jan 2026
Less than 5%Individual
KOVECS, ROBERT, MICHAELDIRECTOR/EVP/CHIEF FINANCIAL OFFICER
since Jan 2026
Less than 5%Individual
Welch, Brian, BertinVP/CLIENT SERVICE
since Jan 2026
5–10%Individual
Ownership & leadership changes · 17 filings with changes since Mar 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 12, 2026 filing
  • No longer listedCLIFFORD, MARK, DONALD · DIRECTOR/EVP/REAL ESTATE · 5–10% · control person · listed since Feb 2025
  • No longer listedFISHER, THOMAS, GARRETT · DIRECTOR/EVP/SENIOR PORTFOLIO MANAGER, REAL ESTATE DEBT · 5–10% · control person · listed since Jan 2013
  • No longer listedRUSSELL, MICHAEL, GERARD · DIRECTOR/EVP/CHAIRMAN/ECONOMIC STRATEGIST · Less than 5% · control person · listed since Jan 2012
  • AddedBURY, PETER, ROBERT · DIRECTOR/SVP/REAL ESTATE · Less than 5% · control person
  • AddedDEAN, ROBIN, A · DIRECTOR/SVP/REAL ESTATE · Less than 5% · control person
  • AddedDEBELLIS, MATTHEW · DIRECTOR/SVP/REAL ESTATE · 5–10% · control person
  • AddedLEERET, RICHARD, P · DIRECTOR/SVP/REAL ESTATE · Less than 5% · control person
  • AddedWelch, Brian, Bertin · VP/CLIENT SERVICE · 5–10%
  • ChangedCARLSON, CORY, ALAN · title DIRECTOR/CEO/VICE CHAIRMAN → DIRECTOR/CHAIRMAN
  • ChangedKOVECS, ROBERT, MICHAEL · title SVP/CHIEF FINANCIAL OFFICER → DIRECTOR/EVP/CHIEF FINANCIAL OFFICER
  • ChangedRAVETTA, PAUL, GERARD · title DIRECTOR/EVP/PRESIDENT/COO → DIRECTOR/PRESIDENT/CEO
  • ChangedVOLL, TRACEY, LEE · title DIRECTOR/SVP/CHIEF COMPLIANCE OFFICER → DIRECTOR/EVP/CHIEF COMPLIANCE OFFICER/COO
Jun 27, 2025 filing
  • ChangedCARLSON, CORY, ALAN · ownership 25–50% → 10–25%
  • ChangedMORGAN, MELVIN · ownership Less than 5% → 5–10%
Mar 11, 2025 filing
  • No longer listedMALLEY, PATRICK, SEAN · DIRECTOR/EVP/CIO · 10–25% · control person · listed since Feb 2020
  • AddedMORGAN, MELVIN · DIRECTOR/EVP/CHIEF INVETSTMENT OFFICER - REAL ESTATE · Less than 5% · control person
  • ChangedCARLSON, CORY, ALAN · title DIRECTOR/PRESIDENT/CEO → DIRECTOR/CEO/VICE CHAIRMAN; ownership 10–25% → 25–50%
  • ChangedCLEMENTS, THANDI · title DIRECTOR/VP/CLIENT SERVICE → DIRECTOR/SVP/CHIEF MARKETING OFFICER
  • ChangedCLIFFORD, MARK, DONALD · title DIRECTOR/SVP/REAL ESTATE → DIRECTOR/EVP/REAL ESTATE
  • ChangedRAVETTA, PAUL, GERARD · title DIRECTOR/EVP/CHIEF OPERATING OFFICER → DIRECTOR/EVP/PRESIDENT/COO; ownership 5–10% → 10–25%
Mar 26, 2024 filing
  • No longer listedLittlefield, David, Kevin · SVP/REAL ASSETS · Less than 5% · listed since May 2018
Mar 21, 2023 filing
  • No longer listedVERSAGGI, JOSEPH, ANGELO · DIRECTOR/EVP/REAL ESTATE · 5–10% · control person · listed since May 2017
  • AddedCLEMENTS, THANDI · DIRECTOR/VP/CLIENT SERVICE · Less than 5% · control person
  • ChangedMALLEY, PATRICK, SEAN · title DIRECTOR/EVP/CIO REAL ESTATE → DIRECTOR/EVP/CIO
  • ChangedVOLL, TRACEY, LEE · title SVP/CHIEF COMPLIANCE OFFICER → DIRECTOR/SVP/CHIEF COMPLIANCE OFFICER; now a control person
Mar 25, 2022 filing
  • ChangedFISHER, THOMAS, GARRETT · title DIRECTOR/SVP/SENIOR PORTFOLIO MANAGER, REAL ESTATE DEBT → DIRECTOR/EVP/SENIOR PORTFOLIO MANAGER, REAL ESTATE DEBT
  • ChangedRAVETTA, PAUL, GERARD · title DIRECTOR/SVP/CHIEF CLIENT OFFICER → DIRECTOR/EVP/CHIEF OPERATING OFFICER
Mar 25, 2021 filing
  • AddedGage, Jenny, Charlotte · DIRECTOR/SVP/REAL ESTATE · Less than 5% · control person
  • ChangedCARLSON, CORY, ALAN · ownership 25–50% → 10–25%
  • ChangedVERSAGGI, JOSEPH, ANGELO · title DIRECTOR/EVP/REAL ESTATE SENIOR VICE PRESIDENT → DIRECTOR/EVP/REAL ESTATE
Mar 27, 2020 filing
  • ChangedCHEUNG, MICHAEL, SI HO · title DIRECTOR/CIO FIXED INCOME & EQUITIES → DIRECTOR/SVP/CIO CAPITAL MARKETS
  • ChangedCLIFFORD, MARK, DONALD · title DIRECTOR/DIRECTOR OF REAL ESTATE → DIRECTOR/SVP/REAL ESTATE
  • ChangedFISHER, THOMAS, GARRETT · title DIRECTOR/PORTFOLIO MANAGER, DEBT → DIRECTOR/SVP/SENIOR PORTFOLIO MANAGER, REAL ESTATE DEBT
  • ChangedKOVECS, ROBERT, MICHAEL · title DIRECTOR OF FINANCE → SVP/CHIEF FINANCIAL OFFICER
  • ChangedLittlefield, David, Kevin · title VICE PRESIDENT, SPECIAL PROJECTS → SVP/REAL ASSETS
  • ChangedMALLEY, PATRICK, SEAN · title DIRECTOR/SENIOR VICE PRESIDENT → DIRECTOR/EVP/CIO REAL ESTATE
  • ChangedRAVETTA, PAUL, GERARD · title DIRECTOR/VP DIRECTOR OF MARKETING → DIRECTOR/SVP/CHIEF CLIENT OFFICER
  • ChangedRUSSELL, MICHAEL, GERARD · title DIRECTOR/CHAIRMAN/SENIOR VICE PRESIDENT → DIRECTOR/EVP/CHAIRMAN/ECONOMIC STRATEGIST
  • ChangedVERSAGGI, JOSEPH, ANGELO · title DIRECTOR/SENIOR VICE PRESIDENT, REAL ESTATE → DIRECTOR/EVP/REAL ESTATE SENIOR VICE PRESIDENT
  • ChangedVOLL, TRACEY, LEE · title CHIEF COMPLIANCE OFFICER → SVP/CHIEF COMPLIANCE OFFICER
May 14, 2018 filing
  • No longer listedREITERMAN, LORRIE, MARIE · DIRECTOR/CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Apr 1997
  • AddedKOVECS, ROBERT, MICHAEL · DIRECTOR OF FINANCE · Less than 5%
  • AddedLittlefield, David, Kevin · VICE PRESIDENT, SPECIAL PROJECTS · Less than 5%
Mar 27, 2018 filing
  • No longer listedJAHNCKE, ERNEST, LEE · DIRECTOR · Less than 5% · control person · listed since May 1997
  • Listed againCLIFFORD, MARK, DONALD · DIRECTOR/DIRECTOR OF REAL ESTATE · 5–10% · control person
  • ChangedCHEUNG, MICHAEL, SI HO · title DIRECTOR → DIRECTOR/CIO FIXED INCOME & EQUITIES
  • ChangedFISHER, THOMAS, GARRETT · title PORTFOLIO MANAGER, DEBT → DIRECTOR/PORTFOLIO MANAGER, DEBT; now a control person
  • ChangedVERSAGGI, JOSEPH, ANGELO · title SENIOR VICE PRESIDENT, REAL ESTATE → DIRECTOR/SENIOR VICE PRESIDENT, REAL ESTATE; now a control person
Older changes (8 more filings)
May 19, 2017 filing
  • No longer listedCLIFFORD, MARK, DONALD · DIRECTOR OF REAL ESTATE · 5–10% · listed since Aug 2003
  • No longer listedHUMMER, JAMES, DARROW · SHAREHOLDER · 5–10% · listed since Dec 2010
  • AddedVERSAGGI, JOSEPH, ANGELO · SENIOR VICE PRESIDENT, REAL ESTATE · 5–10%
Mar 15, 2017 filing
  • No longer listedGOODWIN, RANDAL, GENE · DIRECTOR · Less than 5% · control person · listed since Sep 2006
  • AddedCLIFFORD, MARK, DONALD · DIRECTOR OF REAL ESTATE · 5–10%
  • AddedFISHER, THOMAS, GARRETT · PORTFOLIO MANAGER, DEBT · 5–10%
  • AddedRAVETTA, PAUL, GERARD · DIRECTOR/VP DIRECTOR OF MARKETING · 5–10% · control person
  • ChangedRUSSELL, MICHAEL, GERARD · ownership 10–25% → Less than 5%
Jun 27, 2016 filing
  • ChangedJAHNCKE, ERNEST, LEE · ownership 5–10% → Less than 5%
Jan 7, 2015 filing
  • No longer listedGUAY, KRISTI, ANNE · DIRECTOR · Less than 5% · control person · listed since Sep 2012
Oct 2, 2013 filing
  • No longer listedHARDAN, RICHARD, WADE · DIRECTOR · 5–10% · control person · listed since Sep 2000
  • AddedVOLL, TRACEY, LEE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedJAHNCKE, ERNEST, LEE · title DIRECTOR/SENIOR VICE PRESIDENT → DIRECTOR
  • ChangedREITERMAN, LORRIE, MARIE · title DIRECTOR/CFO/CHIEF COMPLIANCE OFFICER → DIRECTOR/CHIEF FINANCIAL OFFICER
Oct 12, 2012 filing
  • AddedCHEUNG, MICHAEL, SI HO · DIRECTOR · Less than 5% · control person
  • AddedGUAY, KRISTI, ANNE · DIRECTOR · Less than 5% · control person
Jun 29, 2012 filing
  • ChangedHARDAN, RICHARD, WADE · ownership Less than 5% → 5–10%
  • ChangedMALLEY, PATRICK, SEAN · ownership 5–10% → 10–25%
Mar 23, 2012 filing (earliest on record)
  • ListedCARLSON, CORY, ALAN · DIRECTOR/PRESIDENT/CEO · 25–50% · control person
  • ListedGOODWIN, RANDAL, GENE · DIRECTOR · Less than 5% · control person
  • ListedHARDAN, RICHARD, WADE · DIRECTOR · Less than 5% · control person
  • ListedHUMMER, JAMES, DARROW · SHAREHOLDER · 5–10%
  • ListedJAHNCKE, ERNEST, LEE · DIRECTOR/SENIOR VICE PRESIDENT · 5–10% · control person
  • ListedMALLEY, PATRICK, SEAN · DIRECTOR/SENIOR VICE PRESIDENT · 5–10% · control person
  • ListedREITERMAN, LORRIE, MARIE · DIRECTOR/CFO/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedRUSSELL, MICHAEL, GERARD · DIRECTOR/CHAIRMAN/SENIOR VICE PRESIDENT · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 344 →

Top Trims

Show all 144 →

New Positions

Show all 95 →

Exited Positions

Show all 55 →

Washington Trust Advisors, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Quanta Services PWR 74762E102 $101.7M 7.55% 141,251 SH
2 Palo Alto Networks PANW 697435105 $77.7M 5.77% 227,807 SH
3 Apple AAPL 037833100 $75.7M 5.62% 261,585 SH
4 Alphabet Cl C GOOG 02079K107 $69.3M 5.14% 196,127 SH
5 Alphabet Cl A GOOGL 02079K305 $52.5M 3.90% 146,905 SH
6 Amazon AMZN 023135106 $46.1M 3.42% 193,402 SH
7 Visa V 92826C839 $43.9M 3.26% 128,035 SH
8 Deere & Co DE 244199105 $37.7M 2.80% 59,444 SH
9 Meta Platforms META 30303M102 $37.4M 2.78% 66,425 SH
10 NVIDIA NVDA 67066G104 $35.7M 2.65% 178,216 SH
11 Berkshire Hathaway B BRK.B 084670702 $32.9M 2.44% 65,771 SH
12 Booking Holdings BKNG 09857L108 $31.9M 2.36% 178,728 SH
13 IQVIA Holdings IQV 46266C105 $23.4M 1.73% 120,893 SH
14 Schwab Fundamental U.S. Large Company ETF FNDX 808524771 $22.9M 1.70% 735,604 SH
15 ResMed RMD 761152107 $22.6M 1.67% 115,739 SH
16 Uber Technologies UBER 90353T100 $19.9M 1.48% 275,908 SH
17 Vanguard S&P 500 Index Fd ETF VOO 922908363 $19.3M 1.43% 28,117 SH
18 Jacobs Solutions J 46982L108 $19.3M 1.43% 152,948 SH
19 Microsoft MSFT 594918104 $18.3M 1.36% 49,030 SH
20 Regeneron Pharmaceuticals REGN 75886F107 $17.2M 1.28% 27,584 SH
21 Starbucks SBUX 855244109 $16.5M 1.22% 161,072 SH
22 PepsiCo PEP 713448108 $15.7M 1.17% 116,315 SH
23 Becton Dickinson BDX 075887109 $14.5M 1.08% 95,852 SH
24 Snowflake SNOW 833445109 $14.1M 1.05% 55,518 SH
25 Sphere Entertainment SPHR 55826T102 $13.5M 1.00% 77,758 SH
26 Brookfield Renewable Corp BEPC 11285B108 $13.4M 1.00% 362,218 SH
27 Walt Disney Company DIS 254687106 $12.0M 0.89% 124,609 SH
28 Edwards Lifesciences EW 28176E108 $11.7M 0.87% 129,594 SH
29 Johnson & Johnson JNJ 478160104 $11.4M 0.85% 44,831 SH
30 Zebra Tech ZBRA 989207105 $11.2M 0.83% 42,509 SH
31 Vanguard Growth ETF VUG 922908736 $10.7M 0.80% 124,346 SH
32 Exxon Mobil XOM 30233Q108 $10.5M 0.78% 76,549 SH
33 Ecolab ECL 278865100 $10.2M 0.76% 36,761 SH
34 Schwab Fundamental International Equity ETF FNDF 808524755 $10.0M 0.74% 189,074 SH
35 Air Products APD 009158106 $9.8M 0.73% 33,391 SH
36 S&P Global SPGI 78409V104 $9.3M 0.69% 22,760 SH
37 JP Morgan Chase JPM 46625H100 $9.2M 0.68% 28,046 SH
38 Vanguard Tax-Exempt Bond ETF VTEB 922907746 $9.2M 0.68% 180,974 SH
39 ASML Holding NV ASML N07059210 $9.0M 0.67% 4,508 SH
40 Veeva Systems VEEV 922475108 $8.8M 0.66% 49,837 SH
41 Xylem XYL 98419M100 $8.3M 0.62% 70,118 SH
42 American Tower AMT 03027X100 $8.2M 0.61% 50,060 SH
43 Vanguard Value Index VTV 922908744 $7.5M 0.56% 34,613 SH
44 WalMart WMT 931142103 $7.0M 0.52% 61,995 SH
45 Intuitive Surgical ISRG 46120E602 $6.6M 0.49% 16,649 SH
46 Invitation Homes INVH 46187W107 $6.2M 0.46% 203,826 SH
47 Kinder Morgan KMI 49456B101 $6.1M 0.45% 190,362 SH
48 Vanguard Total Stock VIPERS VTI 922908769 $5.8M 0.43% 15,617 SH
49 IBM IBM 459200101 $5.7M 0.42% 20,341 SH
50 Cisco Systems CSCO 17275R102 $5.4M 0.40% 45,757 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $1.35B 917 0001900099-26-000003
2026-03-31 2026-04-06 $1.24B 870 0001900099-26-000002
2025-12-31 2026-02-03 $1.31B 726 0001900099-26-000001
Filer Information
Address
20 WILLIAM STREET, SUITE 135
WELLESLEY, MA 02481
Phone
(781) 235-7055
Filing Manager
Washington Trust Advisors, Inc.
WELLESLEY, MA
Signatory
Olalekan F Adeduji
Chief Compliance Officer