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Livermore
Livermore
ZHEN

Washington Trust Advisors, Inc.

SEC CIK
0001900099
Latest filing
Jul 29, 2026

The latest 13F from Washington Trust Advisors, Inc. covers Q2 2026 (filed Jul 29, 2026): 724 long positions worth $1.35B. The top 10 holdings make up 43.5% of the portfolio, and the largest is Quanta Services, Inc. (PWR) at 7.6%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
93
Est. +$20.5M
Added
183
Est. +$14.9M
Reduced
221
Est. −$77.8M
Sold out
53
Est. −$14.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. PWRQuanta Services, Inc.
    7.6%$101.7MHistory
  2. PANWPalo Alto Networks Inc
    5.8%$78.0MHistory
  3. AAPLApple Inc.
    5.7%$77.0MHistory
  4. GOOGAlphabet Inc.
    5.2%$70.1MHistory
  5. GOOGLAlphabet Inc.
    4.0%$53.6MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. XOMExxonMobil Holdings Corp
    +$10.7MNewHistory
  2. MDLNMedline Inc.
    +$5.37MNewHistory
  3. NVDANVIDIA Corp
    +$2.05MAddedHistory
  4. GMEDGlobus Medical Inc
    +$1.92MAddedHistory
  5. ZETAZeta Global Holdings Corp.
    +$1.84MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. XOMExxonMobil Holdings Corp
    +0.79 pp0.0% → 0.8%History
  2. MDLNMedline Inc.
    +0.40 pp0.0% → 0.4%History
  3. NVDANVIDIA Corp
    +0.29 pp2.5% → 2.8%History
  4. TEMTempus AI, Inc.
    +0.16 pp0.2% → 0.4%History
  5. ZETAZeta Global Holdings Corp.
    +0.14 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$13.6MSold outHistory
  2. PWRQuanta Services, Inc.
    −$12.0MReducedHistory
  3. PANWPalo Alto Networks Inc
    −$5.07MReducedHistory
  4. AAPLApple Inc.
    −$4.26MReducedHistory
  5. PENPenumbra Inc
    −$3.48MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.10 pp1.1% → 0.0%History
  2. REGNRegeneron Pharmaceuticals, Inc.
    −0.51 pp1.8% → 1.3%History
  3. RMDResmed Inc
    −0.50 pp2.2% → 1.7%History
  4. METAMeta Platforms, Inc.
    −0.48 pp3.3% → 2.8%History
  5. NKENIKE, Inc.
    −0.32 pp0.5% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.35B
+$110.3M (+8.9%) vs. prior quarter
Positions
724
+40 vs. prior quarter
Top 10 concentration
43.5%
Top 10 as share of value
Turnover
2.7%
Q2 2026, one quarter
Average holding period
17.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.48B (Q4 2021)

Q4 2021: $1.48BQ1 2022: $1.41BQ2 2022: $1.13BQ3 2022: $1.07BQ4 2022: $915.0MQ1 2023: $982.3MQ2 2023: $1.03BQ3 2023: $974.5MQ4 2023: $1.04BQ1 2024: $1.09BQ2 2024: $1.09BQ3 2024: $1.16BQ4 2024: $1.20BQ1 2025: $1.13BQ2 2025: $1.23BQ3 2025: $1.31BQ4 2025: $1.31BQ1 2026: $1.24BQ2 2026: $1.35B
Q4 2021Q2 2026
13F filings of Washington Trust Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026724$1.35BPWRPANWAAPLvs. Q1 2026SEC
Q1 2026Apr 6, 2026684$1.24BPWRAAPLGOOGvs. Q4 2025SEC
Q4 2025Feb 3, 2026585$1.31BAAPLPWRGOOGvs. Q3 2025SEC
Q3 2025Nov 10, 2025688$1.31BAAPLPWRMETAvs. Q2 2025SEC
Q2 2025Jul 31, 2025635$1.23BPWRAAPLMETAvs. Q1 2025SEC
Q1 2025Apr 25, 2025640$1.13BAAPLVPWRvs. Q4 2024SEC
Q4 2024Feb 6, 2025646$1.20BAAPLPWRAMZNvs. Q3 2024SEC
Q3 2024Nov 1, 2024662$1.16BAAPLPWRMETAvs. Q2 2024SEC
Q2 2024Jul 25, 2024659$1.09BAAPLPWRPANWvs. Q1 2024SEC
Q1 2024May 7, 2024660$1.09BAAPLPWRVvs. Q4 2023SEC
Q4 2023Jan 18, 2024666$1.04BAAPLPANWPWRvs. Q3 2023SEC
Q3 2023Oct 18, 2023674$974.5MAAPLPWRPANWvs. Q2 2023SEC
Q2 2023Jul 27, 2023660$1.03BAAPLPWRPANWvs. Q1 2023SEC
Q1 2023May 11, 2023Amended779$982.3MAAPLPWRVvs. Q4 2022SEC
Q4 2022Feb 8, 2023783$915.0MAAPLPWRVvs. Q3 2022SEC
Q3 2022Oct 14, 2022910$1.07BAAPLSchwab Fundamental U.S. Large Company ETFPWRvs. Q2 2022SEC
Q2 2022Jul 25, 2022930$1.13BAAPLSchwab Fundamental U.S. Large Company ETFPWRvs. Q1 2022SEC
Q1 2022May 5, 2022997$1.41BAAPLSchwab Fundamental U.S. Large Company ETFGOOGvs. Q4 2021SEC
Q4 2021Feb 11, 20221,003$1.48BAAPLGOOGSchwab Fundamental U.S. Large Company ETF–SEC