Nancy Pelosi’s 2026 Investment Portfolio: A Closer Look
Former House Speaker Nancy Pelosi made headlines recently with the disclosure of more than $10 million in stock transactions as part of her 2026 investment portfolio update. Filed on January 23, 2026, her financial disclosure reveals a mix of stock purchases, option exercises, and notable sales.
Tech and AI Take the Spotlight
Pelosi’s portfolio highlights a strong focus on large-cap technology and artificial intelligence companies. Among her significant investments, she added shares in Alphabet (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN), with transactions revealing a strategic pattern of call option purchases in late 2025 followed by direct equity purchases in early 2026.
Firms like Apple (NASDAQ: AAPL) and Nvidia (NASDAQ: NVDA) also featured prominently in Pelosi’s disclosures. Both companies saw significant trades at the end of 2025 and into January 2026. Notably, Pelosi disclosed a direct stock purchase from Nvidia on January 16, 2026.
Diversification Beyond Tech
While tech remains a major focus, Pelosi’s portfolio reflects deliberate diversification. She invested in AllianceBernstein Holding L.P. (NYSE: AB), Vistra (NYSE: VST), and Tempus AI (NASDAQ: TEM)—all key players in energy, asset management, and AI, respectively.
The disclosure also revealed Pelosi’s receipt of shares from Versant Media Group (NASDAQ: VSNT) through a corporate spinoff completed in early January.
A Strategic Exit from Key Holdings
On the selling side, Pelosi reduced her positions in core holdings like Alphabet, Amazon, Apple, and Nvidia at the end of 2025. Some shares of Alphabet and Apple were transferred to a donor-advised fund. Additionally, she fully divested from PayPal (NASDAQ: PYPL) and Walt Disney (NASDAQ: DIS) during the same period.
Calls for Transparency on Congressional Trades
As scrutiny grows around congressional stock trades, Pelosi’s investment activities continue to spark debate. Legislators and advocacy groups are pushing for tighter restrictions on trading by Congress members and their families to address potential conflicts of interest.
Despite allegations of insider information use, no regulators have indicated wrongdoing in Pelosi’s investments. However, her well-timed trades remain a point of ongoing public and legislative discourse.
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