Wright Investors Service Inc Portfolio Holdings

Wright Investors Service Inc

  • $319 Million
  • Q2 2025

Wright Investors Service Inc has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $319 Million distributed in 223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.7M, Nvidia Corp with a value of $17.8M, Meta Platforms, Inc. with a value of $14.7M, Apple Inc. with a value of $13.5M, and Amazon Com Inc with a value of $12.2M.

Examining the 13F form we can see an increase of $24.9M in the current position value, from $294M to 319M.

Below you can find more details about Wright Investors Service Inc portfolio as well as his latest detailed transactions.

Portfolio value $319 Million
Technology: $91.6 Million
Financial Services: $58 Million
Communication Services: $40.8 Million
Consumer Cyclical: $31.7 Million
Healthcare: $28.7 Million
Industrials: $20.5 Million
Consumer Defensive: $17.7 Million
Energy: $10.9 Million
Other: $19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$19.7 Million 6.18% of portfolio
39,607
Q2 2025 Reduced 2.56%
$456B
$17.8 Million 5.57% of portfolio
112,401
Q2 2025 Added 3.05%
$1.73T
$14.7 Million 4.61% of portfolio
19,899
Q2 2025 Reduced 3.39%
$3.69T
$13.5 Million 4.23% of portfolio
65,809
Q2 2025 Reduced 10.04%
$2.26T
$12.2 Million 3.82% of portfolio
55,473
Q2 2025 Reduced 2.72%
$127B
$11 Million 3.46% of portfolio
39,981
Q2 2025 Reduced 3.45%
$142B
$9.04 Million 2.84% of portfolio
33,889
Q2 2025 Added 10.21%
$859B
$8.33 Million 2.61% of portfolio
28,741
Q2 2025 Added 0.17%
$1.2T
$7.28 Million 2.28% of portfolio
41,318
Q2 2025 Added 37.38%
$227B
$7.21 Million 2.26% of portfolio
22,617
Q2 2025 Reduced 0.86%
$551B
$6.71 Million 2.11% of portfolio
18,908
Q2 2025 Reduced 8.93%
$306B
$6.7 Million 2.1% of portfolio
94,701
Q2 2025 Added 5.11%
$150B
$5.65 Million 1.77% of portfolio
50,947
Q2 2025 Added 0.56%
$218B
$5.43 Million 1.7% of portfolio
13,985
Q2 2025 Reduced 12.76%
$442B
$5.28 Million 1.66% of portfolio
48,989
Q2 2025 Added 7.7%
$405B
$4.92 Million 1.54% of portfolio
13,428
Q2 2025 Reduced 8.58%
$36.8B
$4.45 Million 1.4% of portfolio
27,740
Q2 2025 Reduced 14.2%
$1.08T
$4.39 Million 1.38% of portfolio
13,817
Q2 2025 Added 8.51%
$85.6B
$4.22 Million 1.32% of portfolio
12,768
Q2 2025 Added 19.04%
$99B
$4.16 Million 1.3% of portfolio
89,819
Q2 2025 Added 0.46%
$545B
$4.16 Million 1.3% of portfolio
3,103
Q2 2025 Reduced 3.99%
$245B
$3.97 Million 1.24% of portfolio
12,720
Q2 2025 Added 50.55%
$684B
$3.78 Million 1.18% of portfolio
17,278
Q2 2025 Reduced 42.79%
$141B
$3.69 Million 1.16% of portfolio
103,382
Q2 2025 Added 12.37%
$351B
$3.67 Million 1.15% of portfolio
19,765
Q2 2025 Reduced 48.4%
$1.24T
$3.65 Million 1.14% of portfolio
20,574
Q2 2025 Reduced 49.56%
$203B
$3.56 Million 1.11% of portfolio
122,850
Q2 2025 Added 120.55%
$254B
$3.35 Million 1.05% of portfolio
4,732
Q2 2025 Added 0.49%
$75.1B
$3.31 Million 1.04% of portfolio
17,809
Q2 2025 Reduced 1.99%
$162B
$3.23 Million 1.01% of portfolio
17,630
Q2 2025 Reduced 32.59%
$293B
$3.2 Million 1.0% of portfolio
46,154
Q2 2025 Added 0.45%
$439B
$3.13 Million 0.98% of portfolio
3,159
Q2 2025 Added 33.8%
$141B
$2.77 Million 0.87% of portfolio
39,928
Q2 2025 Added 8.84%
$32.6B
$2.74 Million 0.86% of portfolio
40,996
Q2 2025 Added 8.09%
$210B
$2.67 Million 0.84% of portfolio
9,061
Q2 2025 Added 1.67%
$112B
$2.46 Million 0.77% of portfolio
8,495
Q2 2025 Added 0.28%
$31.7B
$2.43 Million 0.76% of portfolio
74,517
Q2 2025 Added 0.44%
$302B
$2.21 Million 0.69% of portfolio
27,526
Q2 2025 Added 41.3%
$155B
$2.06 Million 0.65% of portfolio
16,709
Q2 2025 Reduced 1.94%
$608B
$2.01 Million 0.63% of portfolio
2,575
Q2 2025 Reduced 4.03%
$9.44B
$1.9 Million 0.6% of portfolio
51,892
Q2 2025 Added 53.85%
$139B
$1.83 Million 0.57% of portfolio
8,740
Q2 2025 New
$52.6B
$1.78 Million 0.56% of portfolio
24,859
Q2 2025 Added 0.47%
$152B
$1.8 Million 0.56% of portfolio
6,444
Q2 2025 Reduced 1.98%
$50.1B
$1.79 Million 0.56% of portfolio
12,745
Q2 2025 Reduced 0.17%
$28.1B
$1.8 Million 0.56% of portfolio
17,030
Q2 2025 Reduced 0.21%
$157B
$1.79 Million 0.56% of portfolio
4,626
Q2 2025 Reduced 2.49%
$53.3B
$1.76 Million 0.55% of portfolio
23,592
Q2 2025 Added 0.14%
$606B
$1.72 Million 0.54% of portfolio
3,535
Q2 2025 Added 14.22%

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $319 Million
  • Prior Value $294 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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