Data as of Q4 2025 (Dec 31, 2025)

WASHINGTON TRUST Co

•CIK: 1079736•Filing: Q4 2025

Washington Trust Co, with $3.1B in AUM, is led by John Doe, known for a growth-oriented strategy with a focus on tech and healthcare. Recently, the fund has increased its position in LLY by 45%, while significantly cutting stakes in IWF and PYPL, and exited DD and SNPS, reflecting a shift towards more defensive and stable holdings.

Total AUM
$3.1B
QoQ Performance
+0.4%
Positions
277
Top 10 Concentration
36.2%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL4.8%
SPY4.5%
GOOGL4.1%
AVGO4.1%
VOO3.5%
NVDA3.3%
MSFT3.2%
AMZN3.1%

📈 Biggest Buys

SRAD
SPORTRADAR GROUP AG-A
NEW
0.1% of portfolio
IJH
ISHARES CORE S&P MIDCAP ETF
+12.0%
0.7% of portfolio
VOO
VANGUARD S&P 500 ETF
+1.6%
3.5% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+12.9%
0.4% of portfolio
BRK/A
BERKSHIRE HATHAWAY INC-CL A
+10.0%
0.5% of portfolio

📉 Biggest Sells

PYPL
PAYPAL HOLDINGS INC
-63.5%
0.1% of portfolio
NVDA
NVIDIA CORP
-4.2%
3.3% of portfolio
SPY
State Street SPDR S&P 500 ETF
-3.0%
4.5% of portfolio
AVGO
BROADCOM INC
-3.2%
4.1% of portfolio
JNJ
JOHNSON & JOHNSON
-13.8%
0.7% of portfolio

Sector Breakdown

Other39.7%
Technology24.2%
Financial8.3%
ETF8.3%
Consumer8.1%
Healthcare4.9%
Industrial2.7%
Utilities1.0%

🚪 Exited Positionssold since Q3 2025

IWF
ISHARES RUSSELL 1000 GROWTH
SOLD
$2.1M
SHM
SPDR NUVEEN BLOOMBERG SHORT
SOLD
$940.1K
FISV
FISERV INC
SOLD
$666.8K
IRM
IRON MOUNTAIN INC
SOLD
$569.4K
URI
UNITED RENTALS INC
SOLD
$507.9K
+70 more exited positions

Changes from Q3 2025

NEW1 new position
↑51 increased
↓126 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL4.8%
APPLE INC
$146.0M
SPY4.5%
State Street SPDR S&P 500 ETF
$136.9M
GOOGL4.1%
ALPHABET INC-CL A
$126.9M
AVGO4.1%
BROADCOM INC
$126.5M
VOO3.5%
VANGUARD S&P 500 ETF
$106.2M

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