Peter Welch (D-VT), a current Democratic member of the House, has disclosed 307 trades since 2012: 129 purchases worth about $1.87M and 176 sales worth about $2.88M, in 84 stocks. Most traded: UPS, FSLR, IWM. As a portfolio, their stock holdings and trades returned +345.7% from Dec 2013, against +320.9% for the S&P 500. Trades took a median 21 days to be disclosed; 17 came late.
Peter Welch’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +345.7%, against +320.9% for SPY; the largest fall on the way was -42.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Peter Welch | Nov 2025 | +10.2% | +10.1% | +0.1% | – | -15.5% | 0.55 | 0.74 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Peter Welch | Nov 2023 | +136.5% | +72.6% | +63.9% | +33.4% | -24.9% | 1.37 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Peter Welch | Nov 2021 | +94.3% | +61.1% | +33.2% | +14.2% | -42.1% | 0.67 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Peter Welch | Jan 2026 | +4.7% | +10.1% | -5.4% | – | -15.5% | 0.36 | 0.70 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Peter Welch | Dec 2013 | +345.7% | +320.9% | +24.8% | +12.3% | -42.3% | 0.65 | 0.93 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SANBanco Santander, S.A. | Financial Services | Closed | – | – | 4 | 1 | 3 | $175.00K | $240.00K | -288.6% | May 23, 2018 |
| RADCQRite Aid Corp. | – | Closed | – | – | 4 | 1 | 3 | $175.00K | $215.50K | – | May 30, 2014 |
| AALAmerican Airlines Group Inc. | Industrials | Closed | – | – | 4 | 2 | 2 | $183.00K | $183.00K | -333.8% | Aug 26, 2016 |
| SIRISirius Xm Holdings Inc. | Communication Services | Closed | – | – | 4 | 1 | 3 | $75.00K | $115.50K | -334.0% | May 23, 2018 |
| SVUSUPERVALU INC | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Dec 31, 2014 |
| UPSUnited Parcel Service Inc | Industrials | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | -233.4% | Nov 16, 2020 |
| ULUnilever Plc | Consumer Staples | Closed | – | – | 3 | 1 | 2 | $8.00K | $40.50K | -199.6% | Nov 18, 2021 |
| USBUs Bancorp De | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Nov 18, 2021 |
| VAIAFVaisala Oy Ordinary Shares -A | – | Closed | – | – | 3 | 2 | 1 | $16.00K | $32.50K | – | Nov 18, 2021 |
| CHDChurch & Dwight Co Inc /De/ | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | -95.0% | Nov 18, 2021 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | +628.3% | Oct 29, 2014 |
| IWMiShares Russell 2000 ETF | – | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | – | Sep 27, 2019 |
| LNNLindsay Corp | Industrials | Closed | – | – | 5 | 1 | 4 | $8.00K | $32.00K | -160.7% | Sep 12, 2019 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 18, 2021 |
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 26, 2021 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| VAIAFVaisala Oy Ordinary Shares -A- | Self | Buy | $1K–$15K | Jul 16, 2019 | Aug 13, 2022 | 1,124d late | – | – | |
| AAgilent Technologies, Inc. | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | +6.1% | -54.0% | |
| KUBTYKubota Corporation | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | – | – | |
| KYOCFKyocera Corp Ordinary Shares | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | +51.6% | -8.5% | |
| MITKMitek Systems, Inc. | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | +0.4% | -59.7% | |
| PAyPAl Holdings, Inc.Bond | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | – | – | |
| QualcommBond | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | – | – | |
| SweDeNCAre AbOther | Self | Sell | $15K–$50K | Nov 19, 2021 | Dec 17, 2021 | 28d | – | – | |
| TNCTennant Company | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | -16.9% | -77.0% | |
| USBU.S. Bancorp | Self | Sell | $15K–$50K | Nov 18, 2021 | Dec 17, 2021 | 29d | +3.1% | -57.0% | |
| ULUnilever NV (UN) | Self | Sell | $15K–$50K | Nov 18, 2021 | Dec 17, 2021 | 29d | +15.1% | -45.1% | |
| UNPUnion Pacific Corporation | Self | Sell | $15K–$50K | Nov 26, 2021 | Dec 17, 2021 | 21d | +28.0% | -35.8% | |
| AutodeskBond | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | – | – | |
| VAIAFVaisala Oy Ordinary Shares -A- | Self | Sell | $15K–$50K | Nov 18, 2021 | Dec 17, 2021 | 29d | – | – | |
| CERNCerner Corporation | Self | Sell | $1K–$15K | Nov 18, 2021 | Dec 17, 2021 | 29d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Peter Welch (D-VT), a current Democratic member of the House, has disclosed 307 trades since 2012: 129 purchases worth about $1.87M and 176 sales worth about $2.88M, in 84 stocks. Most traded: UPS, FSLR, IWM. As a portfolio, their stock holdings and trades returned +345.7% from Dec 2013, against +320.9% for the S&P 500. Trades took a median 21 days to be disclosed; 17 came late.
None of the stocks Peter Welch disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +345.7% from December 2013 to November 2026, against +320.9% for the S&P 500, with a largest fall of -42.3%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 21 days to be disclosed. 17 of 307 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.