Joseph Kennedy (D-MA) Stock Trades & Portfolio

Joseph Kennedy is a United States Representative from MA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 52 disclosed stock trades from Joseph Kennedy, filed under the STOCK Act. The portfolio compounds at 10.3% annualized — 0.6% below the S&P 500 benchmark over the same period, with a 54% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Joseph Kennedy (D-MA) has disclosed 52 trades under the STOCK Act; portfolio CAGR of 10.3% (-0.6% vs. the S&P 500); top tickers traded: N/A, MAR, MDT.

Joseph Kennedy's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, MAR, MDT. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 10.3% CAGR, -0.6% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Joseph Kennedy's disclosed portfolio value & net worth

Joseph Kennedy's disclosed stock portfolio is valued at approximately $450K across 25 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Joseph Kennedy's total net worth, not a complete measure of it.