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

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
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