WRIGHT INVESTORS SERVICE INC

CIK 0000108572 · SHELTON, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

WRIGHT INVESTORS SERVICE INC reported 148 positions worth $365.8M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: NVDA (4.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$365.8M
2026 Q2
Positions
148
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.0%
Est. Net Flow (Q)
2026 Q2
10 / 148 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$18.0M4.92%89,905
2AAPLAPPLE INCSH$17.1M4.67%59,061
3MSFTMICROSOFT CORPSH$13.8M3.78%37,028
4GOOGLALPHABET INCSH$13.0M3.55%36,381
5AMZNAMAZON COM INCSH$12.5M3.42%52,495
6AMATAPPLIED MATLS INCSH$11.6M3.18%16,070
7AVGOBROADCOM INCSH$11.2M3.05%29,538
8METAMETA PLATFORMS INCSH$9.4M2.58%16,736
9MUMICRON TECHNOLOGY INCSH$9.4M2.57%8,152
10CATCATERPILLAR INCSH$8.4M2.30%7,895

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WRIGHT INVESTORS SERVICE INC hold as of Q2 2026?

WRIGHT INVESTORS SERVICE INC reported 148 positions worth $365.8M in its Q2 2026 13F filing. Largest positions: NVDA (4.9%), AAPL (4.7%), MSFT (3.8%), GOOGL (3.6%) and AMZN (3.4%).

What did WRIGHT INVESTORS SERVICE INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WRIGHT INVESTORS SERVICE INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.