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Sheldon Whitehouse

Senator

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 2026-07-10. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -1.0% +1.4% -2.4%
1 month +3.0% +4.1% -1.0%
1 quarter +12.6% +11.1% +1.5%
Year to date +14.0% +11.0% +3.0%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
KO 377 $31.5K 9.5%
DLR 318 $57.3K 17.3%
NVS 259 $39.9K 12.0%
LLY 111 $132K 39.7%
COHR 80 $25.9K 7.8%
GH 76 $12.1K 3.7%
HSY 43 $7.5K 2.3%
GS 19 $19.6K 5.9%
MU 7 $6.5K 1.9%

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.

Latest net worth (band)
$10M – $31.7M
Reporting year
2024
Disclosed assets
268
Disclosed liabilities
3

Net worth band by reporting year

2019 2020 2021 2022 2023 2024 2025 — not e-filed
Year Net worth band
2024 $10M – $31.7M
2023 $7M – $21M
2022 $5.8M – $21.2M
2021 $8.3M – $25.5M
2020 $6.3M – $21.3M
2019 $4.9M – $18.3M

Recent stock trades

Disclosed trades
135
Avg. disclosure lag
30.7 days
Filed past 45-day deadline
10.4%
Date Stock Type Amount
2026-06-30 NVDA Sell $15K - $50K
2026-06-25 MU Buy $1K - $15K
2026-06-25 COHR Buy $15K - $50K
2026-06-25 CCI Sell $1K - $15K
2026-06-24 AAPL Sell $15K - $50K
2026-06-24 AAPL Sell $15K - $50K
2026-05-08 NVDA Sell $100K - $250K
2026-05-08 NVDA Sell $100K - $250K
2026-05-07 ORCL Sell $15K - $50K
2026-04-13 JPM Sell $15K - $50K
2026-03-30 PEP Sell $1K - $15K
2026-02-23 PEP Sell $1K - $15K
2026-02-23 HD Sell $1K - $15K
2026-02-23 PEP Sell $1K - $15K
2026-02-23 VZ Sell $1K - $15K
2026-02-23 MA Sell $1K - $15K
2026-01-09 NVDA Sell $1K - $15K
2026-01-09 SBUX Sell $1K - $15K
2026-01-09 SBUX Sell $1K - $15K
2026-01-09 NVDA Sell $1K - $15K
2026-01-09 HD Sell $1K - $15K
2026-01-09 MCD Sell $15K - $50K
2025-11-21 GH Buy $1K - $15K
2025-11-21 KO Buy $1K - $15K
2025-11-21 HSY Buy $1K - $15K