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Pelosi beat SPY, up 20% in 2025, and Trump bought DELL months before he publicly urged Americans to buy it, up 107%.
Pelosi’s cumulative 10-year return of 816% nearly tripled Berkshire Hathaway’s 282%, even though both politicians publicly supported a congressional trade ban.
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Two of the most closely watched retail agents in America filed very different filings last year. Nancy Pelosi has made an average of one trade every 22 days over the past 12 years. According to an analysis by the Financial Times and EBC Financial Group, Donald Trump recorded more than 21,000 stock trades across eight investment accounts in 2025, about 60 trades per day. Both beat the market.
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The 2025 scorecard
Pelosi’s portfolio gained 20.1% in 2025, outpacing the S&P 500’s 16.6% gain, according to UnusualWhales’ annual report, which ranked her 28th among all congressional traders this year. The benchmark she exceeded, that SPDR S&P 500 ETF Trust (NYSEARCA:SPY) returned 16.64% for the calendar year. According to Quiver Quantitative, their disclosed trading volume was $48.6 million in 2025, up from $39.2 million in 2024.
Trump’s pure stock return cannot be precisely calculated. Federal financial disclosures report holdings in dollar ranges rather than exact numbers, and its 927-page disclosure mixes stock activity with real estate, crypto and media revenues totaling about $2.2 billion in 2025. In the first quarter of 2026 alone, he disclosed over 3,600 trades worth between $220 million and $750 million, according to Reuters, which is around the cap on Pelosi’s total disclosed trading volume since 2014 exceeds $271.5 million in 213 trades.
Pelosi’s long game
Capitol Trades estimates Pelosi’s cumulative return over the past decade to be about 816%, with an 87% win rate and an estimated net worth of $642 million to $649 million as of mid-2026, up from $121 million in 2013. For comparison, Berkshire Hathaway delivered a cumulative return of about 282% over the same period.
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Some of their standouts in 2025 included January 2025 Nvidia call options with an exercise price of $80 expiring in January 2026. Shares of NVIDIA (NASDAQ:NVDA) rose 34.88% in 2025 alone. She also held call options on Alphabet and Amazon with a strike price of $150, as well as shares of alphabet (NASDAQ:GOOGL) are up 91% since January 2, 2025. In 2026, it moved toward large-cap technology, exercising Alphabet and Amazon options on actual stocks, and buying call options on Intel and Uber in May 2026. The trades it led are included in its disclosures.
Trump’s volume story
Three positions in Trump’s revelations stand out. He bought between $247,000 and $630,000 worth of Palantir shares in the first quarter of 2026, including at least seven purchases in March. Shares of Palantir (NASDAQ:PLTR) was trading around $128.06 on April 10, the day it supported the ticker on Truth Social. Palantir’s federal contracts nearly doubled from $541 million in fiscal 2024 to $970 million in fiscal 2025, and its most recent quarter brought in revenue of $1.63 billion, up 84.7% year over year, according to SEC filings.
On February 10, 2026, Trump purchased $1 million to $5 million worth of Dell Class C shares. Two months earlier, Michael Dell had pledged $6.25 billion to fund “Trump Accounts.” On May 8, Trump urged Americans to “buy a Dell,” and the stock rose about 14% intraday. Dell Technologies gained 107.31% between February 10 and May 8.
Trump also increased Intel holdings after the US government acquired a 9.9% stake in Intel in August 2025. Since August 1, 2025 Intel (NASDAQ:INTC) has returned 523.25%. The White House says the portfolio will be managed through “fully discretionary accounts” held by third-party institutions, with Trump calling it a “dummy account.” He paid a $200 fine for late filing his disclosure and is exempt from conflict of interest rules that apply to other executive branch employees.
The bigger picture
Trade in Congress is bipartisan. Republicans accounted for five of the nine best-performing stocks in Congress in 2025, with Rep. Warren Davidson (R-Ohio) leading the way with 78.8%. Pelosi’s 28th place finish is well below that top group.
Both Trump and Pelosi have publicly called for a trade ban from Congress. The PELOSI Act is among the proposals that are still stalled because there are not enough votes. Pelosi retires in January 2027, after which her disclosures will end. For investors who have used their submissions as a signal, the transparency window has a closing date.
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https://finance.yahoo.com/markets/stocks/articles/trump-vs-pelosi-made-more-120929567.html
