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Livermore
Livermore
ZHEN

Washington Trust Co

SEC CIK
0001079736
Latest filing
Aug 3, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
257
−507 vs. Q1 2025
Portfolio value
$2.83B
+$219.7M (+8.4%) vs. Q1 2025
Filed
Aug 8, 2025
SEC
Holdings of Washington Trust Co in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
IQVIQVIA Holdings Inc.Stock99,512$15.7M0.6%−1,046−1.0%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF160,478$15.9M0.6%−4,481−2.7%Reduced–
ASMLASML Holding NVADR19,954$16.0M0.6%+498+2.6%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF258,694$16.0M0.6%+12,452+5.1%Added–
DISWalt Disney CoStock130,712$16.2M0.6%+3,945+3.1%AddedHistory
iShares Tr464288612INTRM GOV CR ETF151,877$16.2M0.6%−2,946−1.9%Reduced–
ELFe.l.f. Beauty, Inc.COM131,863$16.4M0.6%+22,480+20.6%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF54,031$16.4M0.6%+500+0.9%Added–
WSOWatsco IncCOM37,563$16.6M0.6%−603−1.6%ReducedHistory
EQIXEquinix IncCOM21,343$17.0M0.6%+106+0.5%AddedHistory
HONHoneywell International IncCOM76,887$17.9M0.6%+73+0.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF164,340$18.0M0.6%+3,848+2.4%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF300,773$18.1M0.6%+1,519+0.5%Added–
LYVLive Nation Entertainment, Inc.COM119,845$18.1M0.6%−624−0.5%ReducedHistory
ABTAbbott LaboratoriesStock133,913$18.2M0.6%+3,722+2.9%AddedHistory
BXBlackstone Inc.COM122,732$18.4M0.6%−979−0.8%ReducedHistory
JNJJohnson & JohnsonStock124,604$19.0M0.7%+836+0.7%AddedHistory
CRMSalesforce, Inc.Stock71,251$19.4M0.7%+1,428+2.0%AddedHistory
SYKStryker CorpStock53,419$21.1M0.7%+835+1.6%AddedHistory
PWRQuanta Services, Inc.COM55,977$21.2M0.7%−526−0.9%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock101,085$22.1M0.8%+265+0.3%AddedHistory
NEENextera Energy IncStock327,544$22.7M0.8%−2,566−0.8%ReducedHistory
VRSKVerisk Analytics, Inc.COM73,508$22.9M0.8%−1,494−2.0%ReducedHistory
ADIAnalog Devices IncStock96,839$23.0M0.8%−887−0.9%ReducedHistory
ADPAutomatic Data Processing IncStock74,889$23.1M0.8%−164−0.2%ReducedHistory
SPGIS&P Global Inc.Stock44,144$23.3M0.8%+245+0.6%AddedHistory
ACNAccenture plcStock77,915$23.3M0.8%−328−0.4%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW43,114$23.4M0.8%−533−1.2%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF284,563$23.8M0.8%+6,719+2.4%Added–
BKNGBooking Holdings Inc.Stock4,229$24.5M0.9%−268−6.0%ReducedHistory
UBERUber Technologies, IncStock266,347$24.9M0.9%−1,353−0.5%ReducedHistory
KLACKLA CorpCOM NEW27,827$24.9M0.9%−276−1.0%ReducedHistory
BLKBlackRock, Inc.Stock24,758$26.0M0.9%−91−0.4%ReducedHistory
RTXRTX CorpStock184,387$26.9M1.0%−1,729−0.9%ReducedHistory
WMTWalmart Inc.Stock284,999$27.9M1.0%−6,460−2.2%ReducedHistory
COSTCostco Wholesale CorpStock28,280$28.0M1.0%−325−1.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF211,261$28.2M1.0%+4,214+2.0%Added–
TJXTJX Companies IncStock231,972$28.6M1.0%−1,423−0.6%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock137,438$28.8M1.0%−1,269−0.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock95,437$38.7M1.4%−545−0.6%ReducedHistory
PANWPalo Alto Networks IncStock196,689$40.3M1.4%−3,003−1.5%ReducedHistory
HDHome Depot, Inc.Stock115,790$42.5M1.5%−252−0.2%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF88,255$50.0M1.8%−53−0.1%ReducedHistory
METAMeta Platforms, Inc.Stock77,439$57.2M2.0%−1,301−1.7%ReducedHistory
JPMJPMorgan Chase & CoStock225,408$65.3M2.3%+4,471+2.0%AddedHistory
iShares Tr464287622RUS 1000 ETF195,514$66.4M2.3%−3,501−1.8%Reduced–
iShares Russell 2000 ETF464287655ETF320,725$69.2M2.4%−3,661−1.1%Reduced–
GOOGLAlphabet Inc.Stock414,387$73.0M2.6%+1,503+0.4%AddedHistory
VVisa Inc.Stock222,573$79.0M2.8%−3,087−1.4%ReducedHistory
iShares Russell Midcap ETF464287499ETF928,015$85.3M3.0%−10,514−1.1%Reduced–
AMZNAmazon Com IncStock408,103$89.5M3.2%−1,593−0.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF162,672$92.4M3.3%+4,426+2.8%Added–
NVDANVIDIA CorpStock589,316$93.1M3.3%−20,226−3.3%ReducedHistory
MSFTMicrosoft CorpStock208,537$103.7M3.7%−1,664−0.8%ReducedHistory
AVGOBroadcom Inc.Stock387,830$106.9M3.8%−9,511−2.4%ReducedHistory
AAPLApple Inc.Stock547,750$112.4M4.0%−5,037−0.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF205,604$127.0M4.5%−147−0.1%ReducedHistory

Sold out since Q1 2025 (508)

Positions held at the end of Q1 2025 that are gone from this filing.

The largest 100 of 508 by value last quarter.

Positions of Washington Trust Co sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ELEstee Lauder Companies IncCL A11,900$785.4K<0.1%History
SPGSimon Property Group Inc.REIT2,899$481.5K<0.1%History
DFSDiscover Financial ServicesCOM1,818$310.3K<0.1%History
iShares Tr464288158SHRT NAT MUN ETF2,163$228.4K<0.1%–
ELVElevance Health, Inc.Stock483$210.1K<0.1%History
MKCMcCormick & Co IncStock2,500$205.8K<0.1%History
AAgilent Technologies, Inc.COM1,711$200.2K<0.1%History
ULUnilever PLCSPON ADR NEW3,350$199.5K<0.1%History
LEN.BLennar CorpCL B1,700$185.4K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF1,220$184.2K<0.1%–
WELLWelltower Inc.REIT1,200$183.9K<0.1%History
iShares Tr46436E593IBOND DEC 20309,125$179.4K<0.1%–
DOVDOVER CorpCOM1,007$177.0K<0.1%History
Schwab Emerging Markets Equity ETF808524706ETF6,400$176.4K<0.1%–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF3,904$172.8K<0.1%–
iShares Tr464288687PFD AND INCM SEC5,611$172.4K<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS7,300$170.6K<0.1%–
PPGPPG Industries IncStock1,545$168.9K<0.1%History
SPDR Index Shs FDS78463X848ST STR ACWI ETF5,700$168.6K<0.1%–
DOWDow Inc.Stock4,800$167.6K<0.1%History
iShares Tr464288646ISHS 1-5YR INVS3,164$165.7K<0.1%–
DDominion Energy, IncStock2,862$160.5K<0.1%History
XELXcel Energy IncStock2,265$160.4K<0.1%History
YUMCYum China Holdings, Inc.COM3,055$159.0K<0.1%History
iShares Tr46436E858IBONDS 26 TRM TS6,900$158.3K<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF3,759$153.2K<0.1%–
iShares Tr46436E296IBONDS DEC 20326,670$152.7K<0.1%–
iShares Tr46436E460IBONDS DEC 20317,500$152.5K<0.1%–
PSAPublic StorageCOM500$149.6K<0.1%History
AMEAmetek IncCOM866$149.1K<0.1%History
CLXClorox CoStock998$147.0K<0.1%History
QCOMQualcomm IncStock943$144.9K<0.1%History
SPDR Series Trust78464A763ST STR SP DIV1,051$142.6K<0.1%–
iShares Tr464287721U.S. TECH ETF997$140.0K<0.1%–
STAGSTAG Industrial, Inc.COM3,800$137.3K<0.1%History
AMTMAmentum Holdings, Inc.COM7,541$137.2K<0.1%History
BEPCBrookfield Renewable CorpCL A EX SUB VTG4,880$136.3K<0.1%History
PLDPrologis, Inc.REIT1,215$135.8K<0.1%History
SLBSLB LimitedStock3,161$132.1K<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES5,400$131.4K<0.1%–
MRNAModerna, Inc.Stock4,628$131.2K<0.1%History
GEHCGE HealthCare Technologies Inc.Stock1,594$128.7K<0.1%History
TSLATesla, Inc.Stock492$127.5K<0.1%History
CPNGCoupang, Inc.CL A5,600$122.8K<0.1%History
LNTAlliant Energy CorpStock1,900$122.3K<0.1%History
FASTFastenal CoStock1,576$122.3K<0.1%History
AONAon plcCL A300$119.7K<0.1%History
CHDChurch & Dwight Co IncCOM1,085$119.4K<0.1%History
ABAlliancebernstein Holding L.P.UNIT LTD PARTN3,116$119.4K<0.1%History
ETEnergy Transfer LPCOM UT LTD PTN6,400$119.0K<0.1%History
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX1,200$118.4K<0.1%–
NJRNew Jersey Resources CorpStock2,376$116.6K<0.1%History
RIORio Tinto PLCADR1,940$116.6K<0.1%History
HPQHP IncStock4,165$115.3K<0.1%History
CEGConstellation Energy CorpStock569$114.7K<0.1%History
iShares Tr464288877EAFE VALUE ETF1,932$113.9K<0.1%–
iShares Tr46436E833IBONDS 28 TRM TS5,100$113.5K<0.1%–
CMGChipotle Mexican Grill IncCOM2,241$112.5K<0.1%History
NSCNorfolk Southern CorpStock473$112.0K<0.1%History
iShares Russell Mid-Cap Growth ETF464287481ETF952$111.8K<0.1%–
SHWSherwin Williams CoCOM316$110.2K<0.1%History
SPDR Series Trust78468R101ST SHO TREAS ETF3,732$109.1K<0.1%–
LRCXLam Research CorpStock1,500$109.0K<0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,379$108.7K<0.1%–
INTUIntuit Inc.Stock175$107.6K<0.1%History
CUBECubeSmartREIT2,500$106.8K<0.1%History
Invesco Exchange Traded FD T46137V407INVESCO MSCI2,694$104.6K<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF514$103.9K<0.1%–
APOApollo Global Management, Inc.COM757$103.7K<0.1%History
Janus Detroit STR Tr47103U845HENDRSON AAA CL1,990$100.9K<0.1%–
SPDR Series Trust78468R606ST PORT HIGH ETF4,277$100.2K<0.1%–
PGRProgressive CorpStock353$99.9K<0.1%History
MFCManulife Financial CorpCOM3,162$98.5K<0.1%History
PRUPrudential Financial IncStock877$97.9K<0.1%History
USBUS Bancorp DECOM NEW2,286$96.5K<0.1%History
BMOBank of MontrealCOM1,000$95.5K<0.1%History
OSKOshkosh CorpCOM1,000$94.1K<0.1%History
NFGNational Fuel Gas CoStock1,167$92.4K<0.1%History
MRVLMarvell Technology, Inc.COM1,480$91.1K<0.1%History
CRHCRH Public Ltd CoORD1,030$90.6K<0.1%History
NFLXNetflix IncStock97$90.5K<0.1%History
Schwab International Equity ETF808524805ETF4,552$90.0K<0.1%–
AIGAmerican International Group, Inc.Stock1,020$88.7K<0.1%History
RYRoyal Bank of CanadaStock780$87.9K<0.1%History
DALDelta Air Lines, Inc.COM NEW2,000$87.2K<0.1%History
PHParker-Hannifin CorpStock143$87.1K<0.1%History
EXEExpand Energy CorpCOM773$86.0K<0.1%History
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS1,814$85.9K<0.1%–
STZConstellation Brands, Inc.Stock467$85.7K<0.1%History
METMetlife IncStock1,049$84.2K<0.1%History
GILDGilead Sciences, Inc.Stock750$84.0K<0.1%History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR3,490$84.0K<0.1%History
DLRDigital Realty Trust, Inc.COM580$83.1K<0.1%History
RPMRPM International IncCOM705$81.6K<0.1%History
EPDEnterprise Products Partners L.P.Stock2,383$81.4K<0.1%History
SPDR Index Shs FDS78463X541ST STR NAT ETF1,500$79.9K<0.1%–
CRLCharles River Laboratories International, Inc.COM528$79.5K<0.1%History
CCitigroup IncStock1,100$78.1K<0.1%History
ROKRockwell Automation, IncStock300$77.5K<0.1%History
ADCAgree Realty CorpCOM1,000$77.2K<0.1%History