Washington Trust Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
585
Total value ($000)
$1,308,810
Net value change ($000)
-5,394 (-0.4%)
New positions
23
Sold out positions
126
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: 4/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 13,855 26.1%
GOOGL 10,631 26.9%
REGN 5,999 35.9%
IQV 4,317 17.0%
AAPL 3,330 4.4%
ISRG 1,945 24.5%
AMZN 1,669 3.5%
EW 1,609 15.8%
BND 1,561 78.0%
VOO 1,555 10.3%
Top Reduces (Value $000, Stocks/ETFs)
APD -6,936 -38.7%
META -6,348 -11.6%
ARE -5,943 -70.0%
PANW -5,649 -11.2%
UBER -5,064 -17.4%
RMD -4,438 -13.1%
ZBRA -3,188 -21.9%
J -3,165 -12.9%
VEEV -2,939 -22.1%
CHWY -2,186 -18.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type