Wright Investors Service Inc Portfolio Holdings
Wright Investors Service Inc
- $311 Million
- Q4 2025
Wright Investors Service Inc has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $311 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.9M, Nvidia Corp with a value of $16.9M, Apple Inc. with a value of $16M, Broadcom Inc. with a value of $12.7M, and Amazon Com Inc with a value of $12.5M.
Examining the 13F form we can see an decrease of $20.1M in the current position value, from $331M to 311M.
Below you can find more details about Wright Investors Service Inc portfolio as well as his latest detailed transactions.
Portfolio value
$311 Million
Technology: $97.2 Million
Financial Services: $52.8 Million
Communication Services: $36 Million
Healthcare: $30.8 Million
Consumer Cyclical: $30.3 Million
Industrials: $19.3 Million
Consumer Defensive: $16.9 Million
Energy: $10.4 Million
Other: $17.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 235
- Current Value $311 Million
- Prior Value $331 Million
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 13 stocks
- Additional Purchases 29 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks