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
$26.7B
$558,000 0.17% of portfolio
1,044
Q2 2025 Added 1.06%
$72.5B
$532,000 0.17% of portfolio
16,318
Q2 2025 Added 0.37%
$239B
$536,000 0.17% of portfolio
3,812
Q2 2025 Added 4.27%
$40.6B
$547,000 0.17% of portfolio
13,028
Q2 2025 Added 0.48%
$12.2B
$500,000 0.16% of portfolio
20,968
Q2 2025 Added 3.48%
$16.5B
$519,000 0.16% of portfolio
9,567
Q2 2025 Added 0.47%
$36.3B
$522,000 0.16% of portfolio
6,402
Q2 2025 Added 2.88%
$82.7B
$493,000 0.15% of portfolio
4,667
Q2 2025 New
$85.4B
$470,000 0.15% of portfolio
3,532
Q2 2025 Reduced 50.41%
$90.4B
$471,000 0.15% of portfolio
3,997
Q2 2025 Added 3.1%
$282B
$489,000 0.15% of portfolio
2,056
Q2 2025 Added 0.49%
$59.7B
$471,000 0.15% of portfolio
10,967
Q2 2025 Added 3.4%
$98.3B
$467,000 0.15% of portfolio
15,609
Q2 2025 Added 2.67%
$12.2B
$467,000 0.15% of portfolio
4,869
Q2 2025 New
$6.1B
$480,000 0.15% of portfolio
8,869
Q2 2025 Reduced 4.1%
$8.34B
$457,000 0.14% of portfolio
10,391
Q2 2025 New
$134B
$427,000 0.13% of portfolio
5,827
Q2 2025 Added 3.06%
$14.3B
$393,000 0.12% of portfolio
18,304
Q2 2025 Added 0.48%
$39.2B
$381,000 0.12% of portfolio
9,949
Q2 2025 Added 0.48%
$152B
$393,000 0.12% of portfolio
1,103
Q2 2025 Reduced 4.0%
$75.8B
$359,000 0.11% of portfolio
1,854
Q2 2025 New
$19.8B
$349,000 0.11% of portfolio
2,993
Q2 2025 Reduced 54.37%
$18.1B
$338,000 0.11% of portfolio
7,226
Q2 2025 Added 2.86%
$950M
$348,000 0.11% of portfolio
3,121
Q2 2025 Added 812.57%
$123B
$300,000 0.09% of portfolio
649
Q2 2025 Added 2.53%
$43.2B
$290,000 0.09% of portfolio
2,251
Q2 2025 Added 2.13%
$67.2B
$252,000 0.08% of portfolio
5,579
Q2 2025 Added 3.24%
$4.6B
$253,000 0.08% of portfolio
4,921
Q2 2025 Reduced 8.43%
$51.6B
$241,000 0.08% of portfolio
1,661
Q2 2025 Added 2.4%
$50.8B
$214,000 0.07% of portfolio
1,229
Q2 2025 Reduced 66.92%
$47.7B
$224,000 0.07% of portfolio
2,274
Q2 2025 Added 3.93%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Reduced 43.57%

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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