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
$26.4B
$1.65 Million 0.52% of portfolio
3,523
Q2 2025 New
$179B
$1.62 Million 0.51% of portfolio
17,746
Q2 2025 New
$261B
$1.64 Million 0.51% of portfolio
9,002
Q2 2025 Added 3.09%
$185B
$1.57 Million 0.49% of portfolio
18,466
Q2 2025 Reduced 19.72%
$182B
$1.53 Million 0.48% of portfolio
16,451
Q2 2025 Added 38.55%
$31B
$1.5 Million 0.47% of portfolio
6,897
Q2 2025 Added 126.43%
$229B
$1.46 Million 0.46% of portfolio
10,005
Q2 2025 Added 0.47%
$37.5B
$1.4 Million 0.44% of portfolio
28,549
Q2 2025 Reduced 35.46%
$150B
$1.4 Million 0.44% of portfolio
4,683
Q2 2025 New
$7.38B
$1.32 Million 0.41% of portfolio
36,124
Q2 2025 Reduced 2.29%
$17.6B
$1.23 Million 0.39% of portfolio
15,793
Q2 2025 Added 0.48%
$173B
$1.22 Million 0.38% of portfolio
7,638
Q2 2025 Reduced 45.09%
$70.9B
$1.2 Million 0.38% of portfolio
13,198
Q2 2025 Reduced 40.86%
$69.2B
$1.22 Million 0.38% of portfolio
10,212
Q2 2025 Added 15.82%
$95.3B
$1.18 Million 0.37% of portfolio
5,322
Q2 2025 Reduced 4.14%
$55.2B
$1.18 Million 0.37% of portfolio
2,207
Q2 2025 Reduced 26.94%
$172B
$1.15 Million 0.36% of portfolio
1,118
Q2 2025 Reduced 3.95%
$203B
$1.13 Million 0.35% of portfolio
14,237
Q2 2025 Added 43.97%
$17.7B
$1.1 Million 0.35% of portfolio
14,314
Q2 2025 Reduced 1.85%
$136B
$1.12 Million 0.35% of portfolio
3,195
Q2 2025 Reduced 4.11%
$302B
$1.04 Million 0.33% of portfolio
7,259
Q2 2025 Added 1.57%
$60.2B
$1.01 Million 0.32% of portfolio
23,287
Q2 2025 Added 56.47%
$42.3B
$984,000 0.31% of portfolio
2,408
Q2 2025 Added 86.52%
$30.9B
$972,000 0.3% of portfolio
5,766
Q2 2025 Reduced 4.01%
$229B
$964,000 0.3% of portfolio
7,095
Q2 2025 Added 0.47%
$182B
$919,000 0.29% of portfolio
21,255
Q2 2025 Added 1.16%
$13.9B
$921,000 0.29% of portfolio
26,784
Q2 2025 Added 0.48%
$146B
$917,000 0.29% of portfolio
3,938
Q2 2025 Reduced 0.15%
$32.4B
$902,000 0.28% of portfolio
9,915
Q2 2025 Added 0.47%
$61.1B
$848,000 0.27% of portfolio
10,548
Q2 2025 Reduced 36.77%
$120B
$851,000 0.27% of portfolio
9,483
Q2 2025 Reduced 0.28%
$367B
$821,000 0.26% of portfolio
6,029
Q2 2025 New
$207B
$836,000 0.26% of portfolio
6,742
Q2 2025 Reduced 21.61%
$14.6B
$833,000 0.26% of portfolio
7,734
Q2 2025 New
$78.6B
$802,000 0.25% of portfolio
10,793
Q2 2025 Added 0.47%
$63.8B
$793,000 0.25% of portfolio
7,861
Q2 2025 Added 1.34%
$7.31B
$756,000 0.24% of portfolio
89,291
Q2 2025 Added 25.76%
$14.4B
$713,000 0.22% of portfolio
4,184
Q2 2025 New
$10.1B
$660,000 0.21% of portfolio
1,544
Q2 2025 New
$57.8B
$671,000 0.21% of portfolio
3,073
Q2 2025 Added 0.85%
$35.6B
$613,000 0.19% of portfolio
8,715
Q2 2025 Added 0.46%
$138B
$593,000 0.19% of portfolio
24,469
Q2 2025 Added 0.49%
$32.7B
$605,000 0.19% of portfolio
6,991
Q2 2025 Reduced 4.01%
$51.4B
$592,000 0.19% of portfolio
4,411
Q2 2025 Added 1.15%
$17.1B
$565,000 0.18% of portfolio
10,093
Q2 2025 Added 0.5%
$11.3B
$581,000 0.18% of portfolio
37,836
Q2 2025 Added 0.48%
$77.3B
$558,000 0.17% of portfolio
2,995
Q2 2025 Added 2.96%
$17.2B
$530,000 0.17% of portfolio
5,409
Q2 2025 Reduced 0.09%
$27.4B
$528,000 0.17% of portfolio
25,866
Q2 2025 Added 0.47%

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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