Connecticut Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Connecticut Wealth Management’s Portfolio WASH Stock Details WASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Hold	6,615	–	–	0.01%	315
2026 Q1	$221K	Buy	+6,615	New	+$218K	0.01%	316
2025 Q2	–	Sell	-6,615	Closed	-$204K	–	320
2025 Q1	$204K	Hold	6,615	–	–	0.01%	296
2024 Q4	$207K	Hold	6,615	–	–	0.01%	260
2024 Q3	$213K	Buy	+6,615	New	+$202K	0.01%	310
2024 Q1	–	Sell	-6,615	Closed	-$214K	–	333
2023 Q4	$214K	Sell	6,615 -1,428	-18%	-$38.9K	0.01%	306
2023 Q3	$212K	Hold	8,043	–	–	0.01%	280
2023 Q2	$216K	Sell	8,043 -11	-0.1%	-$308	0.02%	244
2023 Q1	$279K	Hold	8,054	–	–	0.02%	205
2022 Q4	$380K	Buy	8,054 +1,439	+22%	+$69.2K	0.03%	136
2022 Q3	$307K	Hold	6,615	–	–	0.03%	144
2022 Q2	$320K	Hold	6,615	–	–	0.03%	142
2022 Q1	$347K	Hold	6,615	–	–	0.03%	142
2021 Q4	$373K	Hold	6,615	–	–	0.03%	140
2021 Q3	$350K	Hold	6,615	–	–	0.03%	142
2021 Q2	$340K	Hold	6,615	–	–	0.03%	138
2021 Q1	$342K	Hold	6,615	–	–	0.03%	120
2020 Q4	$296K	Hold	6,615	–	–	0.03%	153
2020 Q3	$203K	Hold	6,615	–	–	0.02%	196
2020 Q2	$217K	Hold	6,615	–	–	0.03%	135
2020 Q1	$242K	Buy	6,615 +63	+1%	+$2.85K	0.04%	129
2019 Q4	$352K	Buy	+6,552	New	+$337K	0.04%	127

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Connecticut Wealth Management's WASH Position: Q2 2026 in Review

Connecticut Wealth Management held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 6,615 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #315.

Connecticut Wealth Management first reported a position in WASH in Q4 2019 and has held it in 22 quarters since. The position peaked at $380K in Q4 2022. 177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Connecticut Wealth Management held 6,615 shares of Washington Trust Bancorp worth $241K as of Q2 2026.
Connecticut Wealth Management left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #315 holding.
Connecticut Wealth Management first reported a position in Washington Trust Bancorp in Q4 2019 and has held it in 22 quarters since.
Connecticut Wealth Management's Washington Trust Bancorp position peaked at $380K in Q4 2022.
177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.