Trump is killing Nancy Pelosi’s stock gains

Finance

Trump is killing Nancy Pelosis stock gains

Nancy Pelosi‘s stock trading chops are not up for debate — but even the most notorious investor on Capitol Hill took a big hit from President Trump’s ‘Liberation Day’ tariffs.

The former Speaker of the House and current representative of Californias 11th congressional district prefers a buy-and-hold approach focusing on blue-chip big tech stocks. Moreover, Pelosi has recently begun leveraging stock options, mostly by purchasing calls with expiration dates reaching at least a year ahead.

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While her investments in the high-demand tech sector will most likely recover, the congresswomans portfolio has suffered significant losses in tandem with the wider market downturn.

Nancy Pelosis biggest investments are in the semiconductor industry. Her Broadcom stock (NASDAQ: AVGO) position is valued at between $1 million and $5 million. Over the course of 2024 and 2025, the representative also invested between $2.75 million and $11.5 million in Nvidia stock (NASDAQ: NVDA).

At the time of the tariff announcement, AVGO stock was trading at $171.99, while NVDA shares were changing hands at a price of $110.31. By press time on April 4, the price of Broadcom shares had dropped to $154.06, while Nvidia stock had retreated to $101.72.

AVGO stock price and NVDA stock price 1-week charts. Source: Finbold

Accordingly, thats a 10.42% drop in the price of Broadcom shares and a 7.78% decrease in the price of NVDA stock.

Nancy Pelosis latest stock bet also took a plunge

Perhaps the most well-publicized of the former speakers trades as of late has also taken a turn for the worse.

Tempus AI stock (NASDAQ: TEM) had already erased most of the gains it had made following Nancy Pelosis investment on account of disappointing earnings and a high degree of insider selling. However, with speculative assets having taken quite a hit, TEM stock was not spared in the sell-off.

To be precise, Tempus AI shares were trading at a price of $49.89 on April 2. By the time of writing, prices had receded to $45.57 in the pre-market trading session, for a 8.69% loss.

TEM stock price 1-week chart. Source: Google Finance

While “zooming in” on just three stocks doesn‘t provide a holistic overview of Nancy Pelosi’s portfolio, it‘s still a chilling reminder of the extent of the downturn. Once we average out the losses of these three holdings, we’re left with an 8.96% loss. Interestingly enough, thats slightly more than double the loss that the S&P 500 has experienced in the same timeframe.

With that being said, readers shouldn‘t jump to conclusions — the congresswoman hasn’t lost her edge. On December 31, 2024, she sold up to $25 million worth of Apple stock (NASDAQ: AAPL), thereby avoiding an 18% drop in price.