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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$19.7 Million 6.18% of portfolio
39,607
Q2 2025 Reduced 2.56%
$409B
$17.8 Million 5.57% of portfolio
112,401
Q2 2025 Added 3.05%
$1.62T
$14.7 Million 4.61% of portfolio
19,899
Q2 2025 Reduced 3.39%
$3.35T
$13.5 Million 4.23% of portfolio
65,809
Q2 2025 Reduced 10.04%
$2.3T
$12.2 Million 3.82% of portfolio
55,473
Q2 2025 Reduced 2.72%
$112B
$11 Million 3.46% of portfolio
39,981
Q2 2025 Reduced 3.45%
$145B
$9.04 Million 2.84% of portfolio
33,889
Q2 2025 Added 10.21%
$847B
$8.33 Million 2.61% of portfolio
28,741
Q2 2025 Added 0.17%
$1.07T
$7.28 Million 2.28% of portfolio
41,318
Q2 2025 Added 37.38%
$240B
$7.21 Million 2.26% of portfolio
22,617
Q2 2025 Reduced 0.86%
$573B
$6.71 Million 2.11% of portfolio
18,908
Q2 2025 Reduced 8.93%
$300B
$6.7 Million 2.1% of portfolio
94,701
Q2 2025 Added 5.11%
$140B
$5.65 Million 1.77% of portfolio
50,947
Q2 2025 Added 0.56%
$214B
$5.43 Million 1.7% of portfolio
13,985
Q2 2025 Reduced 12.76%
$475B
$5.28 Million 1.66% of portfolio
48,989
Q2 2025 Added 7.7%
$379B
$4.92 Million 1.54% of portfolio
13,428
Q2 2025 Reduced 8.58%
$35.5B
$4.45 Million 1.4% of portfolio
27,740
Q2 2025 Reduced 14.2%
$1T
$4.39 Million 1.38% of portfolio
13,817
Q2 2025 Added 8.51%
$92.5B
$4.22 Million 1.32% of portfolio
12,768
Q2 2025 Added 19.04%
$101B
$4.16 Million 1.3% of portfolio
89,819
Q2 2025 Added 0.46%
$562B
$4.16 Million 1.3% of portfolio
3,103
Q2 2025 Reduced 3.99%
$281B
$3.97 Million 1.24% of portfolio
12,720
Q2 2025 Added 50.55%
$618B
$3.78 Million 1.18% of portfolio
17,278
Q2 2025 Reduced 42.79%
$157B
$3.69 Million 1.16% of portfolio
103,382
Q2 2025 Added 12.37%
$339B
$3.67 Million 1.15% of portfolio
19,765
Q2 2025 Reduced 48.4%
$1.11T
$3.65 Million 1.14% of portfolio
20,574
Q2 2025 Reduced 49.56%
$194B
$3.56 Million 1.11% of portfolio
122,850
Q2 2025 Added 120.55%
$243B
$3.35 Million 1.05% of portfolio
4,732
Q2 2025 Added 0.49%
$76.6B
$3.31 Million 1.04% of portfolio
17,809
Q2 2025 Reduced 1.99%
$170B
$3.23 Million 1.01% of portfolio
17,630
Q2 2025 Reduced 32.59%
$278B
$3.2 Million 1.0% of portfolio
46,154
Q2 2025 Added 0.45%
$434B
$3.13 Million 0.98% of portfolio
3,159
Q2 2025 Added 33.8%
$147B
$2.77 Million 0.87% of portfolio
39,928
Q2 2025 Added 8.84%
$31.9B
$2.74 Million 0.86% of portfolio
40,996
Q2 2025 Added 8.09%
$254B
$2.67 Million 0.84% of portfolio
9,061
Q2 2025 Added 1.67%
$116B
$2.46 Million 0.77% of portfolio
8,495
Q2 2025 Added 0.28%
$32.4B
$2.43 Million 0.76% of portfolio
74,517
Q2 2025 Added 0.44%
$317B
$2.21 Million 0.69% of portfolio
27,526
Q2 2025 Added 41.3%
$143B
$2.06 Million 0.65% of portfolio
16,709
Q2 2025 Reduced 1.94%
$760B
$2.01 Million 0.63% of portfolio
2,575
Q2 2025 Reduced 4.03%
$8.98B
$1.9 Million 0.6% of portfolio
51,892
Q2 2025 Added 53.85%
$137B
$1.83 Million 0.57% of portfolio
8,740
Q2 2025 New
$51.7B
$1.78 Million 0.56% of portfolio
24,859
Q2 2025 Added 0.47%
$159B
$1.8 Million 0.56% of portfolio
6,444
Q2 2025 Reduced 1.98%
$45.3B
$1.79 Million 0.56% of portfolio
12,745
Q2 2025 Reduced 0.17%
$25.7B
$1.8 Million 0.56% of portfolio
17,030
Q2 2025 Reduced 0.21%
$171B
$1.79 Million 0.56% of portfolio
4,626
Q2 2025 Reduced 2.49%
$42.6B
$1.76 Million 0.55% of portfolio
23,592
Q2 2025 Added 0.14%
$631B
$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
Track This Portfolio

Track Wright Investors Service Inc Portfolio

Follow Wright Investors Service Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wright Investors Service Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wright Investors Service Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email