Seth Moulton (D-MA-6), a current Democratic member of the House, has disclosed 18 trades since 2016: 7 purchases worth about $388.00K and 11 sales worth about $1.30M, in 8 stocks. Most traded: ATVI, AMZN, FLWS. As a portfolio, their stock holdings and trades returned +35.2% from Apr 2015, against +261.7% for the S&P 500. Trades took a median 81 days to be disclosed; 9 came late.
Seth Moulton’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since April 2015: +35.2%, against +261.7% for SPY; the largest fall on the way was -60.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Seth Moulton | Nov 2025 | -3.3% | +10.1% | -13.4% | – | -21.7% | 0.06 | 1.43 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Seth Moulton | Nov 2023 | +75.8% | +72.6% | +3.1% | +20.8% | -30.9% | 0.75 | 1.39 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Seth Moulton | Nov 2021 | +78.0% | +61.1% | +16.9% | +12.2% | -32.8% | 0.54 | 1.17 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Seth Moulton | Jan 2026 | +8.4% | +10.1% | -1.7% | – | -19.6% | 0.45 | 1.40 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Seth Moulton | Apr 2015 | +35.2% | +261.7% | -226.5% | +2.6% | -60.7% | 0.23 | 0.95 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Consumer Discretionary | $8.66K | 100.0% | +8.2% | 1 | 1 | 0 | $8.00K | $0.00 | -5.9% | Aug 8, 2022 |
| ATVIActivision Blizzard, Inc. | Technology | Closed | – | – | 4 | 0 | 4 | $0.00 | $1.08M | – | Aug 18, 2023 |
| FLWS1 800 Flowers Com Inc | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 29, 2016 |
| NRGNrg Energy, Inc. | Utilities | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 29, 2016 |
| PHHPHH CORP | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 29, 2016 |
| SHOSSEARS HOMETOWN & OUTLET STORES, INC. | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 29, 2016 |
| SNMXSENOMYX INC | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 29, 2016 |
| VGRVECTOR GROUP LTD | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 29, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Divergent Technologies, Inc.Private Stock | Joint | Buy | $15K–$50K | Jul 15, 2025 | Aug 5, 2025 | 21d | – | – | |
| ATVIActivision Blizzard, Inc | Spouse | Sell (Partial) | $500K–$1M | Aug 18, 2023 | Sep 15, 2023 | 28d | – | – | |
| Divergent Technologies, Inc. Series D Preferred StockPrivate Stock | Joint | Buy | $50K–$100K | Aug 2, 2023 | Aug 26, 2023 | 24d | – | – | |
| Suckerz, Inc. SAFE Preferred StockPrivate Stock | Joint | Buy | $15K–$50K | Jul 30, 2023 | Aug 26, 2023 | 27d | – | – | |
| ATVIActivision Blizzard, Inc | Spouse | Sell (Partial) | $100K–$250K | Jun 13, 2023 | Jul 5, 2023 | 22d | – | – | |
| ATVIActivision Blizzard, Inc | Spouse | Sell (Partial) | $50K–$100K | Sep 16, 2022 | Apr 12, 2023 | 208d late | – | – | |
| ATVIActivision Blizzard, Inc | Spouse | Sell (Partial) | $50K–$100K | Mar 14, 2023 | Apr 11, 2023 | 28d | – | – | |
| Iris Investment Holdings, LLCPrivate Interest | Self | Buy | $15K–$50K | Jan 4, 2023 | Jan 30, 2023 | 26d | – | – | |
| Iris Investment Holdings, LLCPrivate Interest | Self | Buy | $15K–$50K | Jan 5, 2023 | Jan 30, 2023 | 25d | – | – | |
| AMZNAmazon.com, Inc. | Spouse | Buy | $1K–$15K | Aug 8, 2022 | Jan 27, 2023 | 172d late | +76.2% | -5.9% | |
| Spencer Stuart SSMC N.V. Class B Restricted stockPrivate Stock | Spouse | Sell | $100K–$250K | Feb 26, 2021 | Aug 9, 2021 | 164d late | – | – | |
| Oura Health OY Series C Preferred SharesPrivate Stock | Joint | Buy | $100K–$250K | Mar 8, 2021 | Apr 11, 2021 | 34d | – | – | |
| FLWS1-800 FLOWERS.COM, Inc. - Class A | Self | Sell | $1K–$15K | Feb 29, 2016 | Jul 5, 2016 | 127d late | -64.9% | -353.5% | |
| NRGNRG Energy, Inc. | Self | Sell | $1K–$15K | Feb 29, 2016 | Jul 5, 2016 | 127d late | +777.6% | +489.1% | |
| PHHPHH Corp | Self | Sell | $1K–$15K | Feb 29, 2016 | Jul 5, 2016 | 127d late | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Seth Moulton (D-MA-6), a current Democratic member of the House, has disclosed 18 trades since 2016: 7 purchases worth about $388.00K and 11 sales worth about $1.30M, in 8 stocks. Most traded: ATVI, AMZN, FLWS. As a portfolio, their stock holdings and trades returned +35.2% from Apr 2015, against +261.7% for the S&P 500. Trades took a median 81 days to be disclosed; 9 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Seth Moulton still holds 1 stock; the largest are AMZN (about $8.66K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +35.2% from April 2015 to November 2026, against +261.7% for the S&P 500, with a largest fall of -60.7%. 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 81 days to be disclosed. 9 of 18 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.