Sheldon Whitehouse
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -0.6% | -0.1% | -0.6% |
| 1 month | +3.3% | +0.8% | +2.5% |
| 1 quarter | +12.2% | +10.3% | +2.0% |
| Year to date | +14.3% | +9.6% | +4.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-12 | $10M – $31.7M |
| 2023 | 2024-08-13 | $7M – $21M |
| 2022 | 2023-09-27 | $5.8M – $21.2M |
| 2021 | 2022-08-11 | $8.3M – $25.5M |
| 2020 | 2021-08-10 | $6.3M – $21.3M |
| 2019 | 2021-03-01 | $4.9M – $18.3M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-06-30 | NVDA | Sell | Self | $15K - $50K | 2026-07-08 | 8d |
| 2026-06-25 | MU | Buy | Self | $1K - $15K | 2026-07-08 | 13d |
| 2026-06-25 | COHR | Buy | Self | $15K - $50K | 2026-07-08 | 13d |
| 2026-06-25 | CCI | Sell | Self | $1K - $15K | 2026-07-08 | 13d |
| 2026-06-24 | AAPL | Sell | Spouse | $15K - $50K | 2026-07-08 | 14d |
| 2026-06-24 | AAPL | Sell | Self | $15K - $50K | 2026-07-08 | 14d |
| 2026-05-08 | NVDA | Sell | Self | $100K - $250K | 2026-06-02 | 25d |
| 2026-05-08 | NVDA | Sell | Spouse | $100K - $250K | 2026-06-02 | 25d |
| 2026-05-07 | ORCL | Sell | Self | $15K - $50K | 2026-06-02 | 26d |
| 2026-04-13 | JPM | Sell | Self | $15K - $50K | 2026-05-04 | 21d |
| 2026-03-30 | PEP | Sell | Spouse | $1K - $15K | 2026-04-08 | 9d |
| 2026-02-23 | PEP | Sell | Spouse | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | HD | Sell | Self | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | PEP | Sell | Self | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | VZ | Sell | Spouse | $1K - $15K | 2026-03-06 | 11d |
| 2026-02-23 | MA | Sell | Spouse | $1K - $15K | 2026-03-06 | 11d |
| 2026-01-09 | NVDA | Sell | Spouse | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | SBUX | Sell | Spouse | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | SBUX | Sell | Self | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | NVDA | Sell | Self | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | HD | Sell | Self | $1K - $15K | 2026-02-04 | 26d |
| 2026-01-09 | MCD | Sell | Spouse | $15K - $50K | 2026-02-04 | 26d |
| 2025-11-21 | GH | Buy | Self | $1K - $15K | 2025-12-01 | 10d |
| 2025-11-21 | KO | Buy | Self | $1K - $15K | 2025-12-01 | 10d |
| 2025-11-21 | HSY | Buy | Self | $1K - $15K | 2025-12-01 | 10d |