Nancy Pelosi Makes Major Changes to Portfolio: Sells Disney, PayPal in Latest Trades

Nancy Pelosi, one of the most influential figures in US politics and among the wealthiest members of Congress, announced in late 2025 that she will not seek re-election at the end of her current term in January 2027. Her recent trading activity has drawn significant attention from investors and analysts alike, given her long-standing reputation as a key political figure with a substantial investment portfolio.

Pelosi's investment moves are closely watched, especially since her husband, Paul Pelosi, has a history of making trades that mirror her holdings. Over the past decade, their combined portfolio has surged more than 800%, outperforming major US stock indexes by a wide margin. According to Quiver Quantitative, Nancy Pelosi's net worth is estimated to be over $276 million (£201.9 million).

Despite her financial success, Pelosi has often faced criticism over her stock transactions, with some accusing her of insider trading—claims she has consistently denied. Following a three-month hiatus, Pelosi disclosed in a recent periodic transaction report that her husband had made significant adjustments to their holdings related to the so-called 'Mag 7' stocks, with notable selling activity.

Insights Into Pelosi's Recent Trades

The transaction report shows that Pelosi's biggest purchase was 25,000 shares of AllianceBernstein Holding (NYSE:AB), worth between $1 million and $5 million (£731,550 and £3.6 million). On 31st December, Pelosi also bought 20 call options on Alphabet (Nasdaq:GOOGL) with a strike price of $150 (£109.7) and an expiry date of 15th January 2027, while transferring 7,704 shares she personally held into a donor-advised fund.

A few weeks later, on 16th January, she exercised 50 call options at the same strike price, which represented an additional 5,000 shares.

Pelosi's trades involving Amazon (Nasdaq:AMZN) were similarly active. She sold 20,000 shares on 24th December but then purchased 20 call options with a $150 strike price and the same expiry date. On 16th January, she exercised 50 call options, again representing 5,000 shares of Amazon.

Her activity regarding Apple (Nasdaq:AAPL) also highlights her options strategy. On 24th December, her husband sold 45,000 shares of Apple, and a week later, Pelosi bought 20 call options with a $100 (£73.1) strike price, expiring on 15th January 2027. On the same day, she transferred 28,200 shares into her donor-advised fund.

Similar patterns are visible in her Nvidia (Nasdaq:NVDA) trades. She sold 20,000 shares on 24th December, then purchased 20 call options with an $80 (£58.2) strike price, expiring on 15th January 2027. On 16th January, she exercised 50 call options, again representing 5,000 Nvidia shares.

Pelosi's recent sell-off activity extends to other major stocks. On 30th December, she sold 5,000 shares of PayPal (Nasdaq:PYPL), worth between $250,000 and $500,000 (£182,887 and £365,775). Additionally, she reported selling 10,000 shares of Walt Disney (NYSE:DIS), valued between $1 million and $5 million.

Strategic Shifts and Investments

Her trades suggest a shift in strategy, with a clear emphasis on buying call options while reducing direct shareholdings. The movement of shares into donor-advised funds indicates a focus on philanthropy or estate planning. Despite these changes, Pelosi remains heavily invested in US tech giants, especially those focusing on artificial intelligence (AI) development for both consumer and enterprise markets.

Can You Copy Congressional Trades?

This pattern of trading has sparked interest among investors eager to mimic congressional moves. However, copying such trades presents challenges, primarily due to the reporting lag. Members of Congress are required to disclose trades within 45 days, with an extension of up to 90 days in some cases.

Platforms like Quiver Quantitative aim to bridge this gap by providing strategies based on when trades are publicly disclosed rather than when they are executed, helping investors stay more informed about congressional activity.

Disclaimer: Our digital media content is for informational purposes only and not investment advice. Please conduct your own analysis or seek professional advice before investing. Remember, investments are subject to market risks and past performance doesn't indicate future returns.