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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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