Seth Moulton: Stock Portfolio, Performance and Latest Trades
U.S. Representative, MA-6
D Democrat
Trades disclosed14
Bought / sold7 / 7
Est. volume$1.8M
Typical delay28 days
Seth Moulton's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
BAFLXBrown Advisory Global Leaders Fund - Institutional Shares | 18.0% | $29.21 | −0.9% | $28.96 |
BAFWXBrown Advisory Sustainable Growth Fd Inst Shs | 17.5% | $46.04 | +13.6% | $52.29 |
BASVXBrown Advisory Sustainable Value Fund - Institutional Shares | 16.9% | $14.42 | +9.4% | $15.77 |
BAUUXBrown Advisory Small-Cap Fundamental Value Fund - Institutional Shares | 12.2% | $26.60 | +13.7% | $30.25 |
BAFSXBrown Advisory Small Cap Growth Fund Inst Shares | 9.11% | $38.66 | +13.6% | $43.93 |
BTEIXBrown Advisory Tax-Exempt Bond Fund - Institutional Shares | 8.04% | $9.17 | −3.0% | $8.89 |
BAISXBrown Advisory Sustainable Bond Fund - Institutional Shares | 6.06% | $8.28 | −3.0% | $8.03 |
APHKXArtisan International Value Fd Insti Shs | 5.85% | $53.13 | +9.1% | $57.98 |
BAFQXBrown Advisory Emerging Markets Select Fund - Institutional Shares | 3.19% | $14.74 | +17.9% | $17.38 |
BAFJXBrown Advisory - WMC Japan Equity Fund Institutional Shares | 2.21% | $11.54 | +24.7% | $14.39 |
AMZNAmazon.com, Inc. | 1.00% | $230.82 | +12.6% | $259.92 |
Seth Moulton's buys and sells
Feb 26, 2021 to Jul 15, 2025, 5 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
Divergent Technologies, Inc.Joint | Bought | $15K–$50K | Jul 15, 2025 | Aug 5, 202521 days later |
ATVISpouseActivision Blizzard, Inc | Sold part | $500K–$1M | Aug 18, 2023 | Sep 15, 202328 days later |
Divergent Technologies, Inc. Series D Preferred StockJoint | Bought | $50K–$100K | Aug 2, 2023 | Aug 26, 202324 days later |
Suckerz, Inc. SAFE Preferred StockJoint | Bought | $15K–$50K | Jul 30, 2023 | Aug 26, 202327 days later |
ATVISpouseActivision Blizzard, Inc | Sold part | $100K–$250K | Jun 13, 2023 | Jul 5, 202322 days later |
ATVISpouseActivision Blizzard, Inc | Sold part | $50K–$100K | Mar 14, 2023 | Apr 11, 202328 days later |
Iris Investment Holdings, LLCOther | Bought | $15K–$50K | Jan 5, 2023 | Jan 30, 202325 days later |
Iris Investment Holdings, LLCOther | Bought | $15K–$50K | Jan 4, 2023 | Jan 30, 202326 days later |
ATVISpouseActivision Blizzard, Inc | Sold part | $50K–$100K | Sep 16, 2022 | Jan 27, 2023133 days later · late |
ATVISpouseActivision Blizzard, Inc | Sold part | $50K–$100K | Sep 16, 2022 | Feb 17, 2023154 days later · late |
ATVISpouseActivision Blizzard, Inc | Sold part | $50K–$100K | Sep 16, 2022 | Apr 12, 2023208 days later · late |
AMZNSpouseAmazon.com, Inc. | Bought | $1K–$15K | Aug 8, 2022 | Jan 27, 2023172 days later · late |
Oura Health OY Series C Preferred SharesJoint | Bought | $100K–$250K | Mar 8, 2021 | Apr 11, 202134 days later |
Spencer Stuart SSMC N.V. Class B Restricted stockSpouse | Sold | $100K–$250K | Feb 26, 2021 | Aug 9, 2021164 days later · late |
Seth Moulton's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 99% |
| Consumer Discretionary | 1.0% |
Portfolio performance: Seth Moulton vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 20, 2022.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +63.2% | +11.8% |
| S&P 500 | +111.9% | +18.7% |
| Nasdaq-100 | +169.8% | +25.4% |
Seth Moulton's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
ATVIActivision Blizzard, Inc | 0 | 6 |
AMZNAmazon.com, Inc. | 1 | 0 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.