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Warren Davidson Stock Trades: What the Top-Ranking 2025 Congress Trader Buys and Sells

Warren Davidson stock trades refers to the publicly disclosed securities transactions of U.S. Representative Warren Davidson (Republican, Ohio's 8th District), reported under the STOCK Act. Davidson, a West Point graduate, Army veteran, and House Financial Services Committee member, has held office since June 2016 when he won a special election to fill John Boehner's seat. Unlike colleagues who churn through dozens of names per quarter, Davidson runs a concentrated portfolio: over 96% of his disclosed stock holdings sit in a single position, GE Aerospace (GE). His 2025 portfolio return of +78.8% earned the #1 spot among all 535 voting members of Congress, according to Unusual Whales' annual congressional trading report. That beat Nancy Pelosi's +20.1% and the S&P 500's +16.6% by a wide margin.

RepublicanHouse
GEGEHC

A Concentrated Bet on GE Aerospace

96.2% of disclosed holdings in one stock

Davidson's disclosed stock portfolio is valued at roughly $296,000, with GE Aerospace alone accounting for approximately $284,900. This is not a diversified portfolio by any measure. His remaining holdings are two mutual funds: Fidelity Select Health Care Portfolio (FSPHX) at roughly $5,900 and Wasatch Ultra Growth (WAMCX) at roughly $5,400. For contrast, Nancy Pelosi typically holds 15 individual tickers across tech and healthcare. Dan Crenshaw actively trades options. Davidson's approach is closer to a concentrated long-term investor. He bought his GE position in 2018, well before the company's aerospace restructuring drove the stock up. I have tracked congressional portfolios since early 2023 across roughly 200 members, and Davidson's single-name concentration at 96% is the highest I have seen among any member who files their own trades.
  • GE Aerospace: ~$284,900 (96.2% of portfolio)
  • FSPHX (Fidelity Select Health Care): ~$5,900
  • WAMCX (Wasatch Ultra Growth): ~$5,400

The GEHC Sale — March 2026

A spin-off position exited within 2 days

On March 23, 2026, Davidson sold his entire position in GE HealthCare Technologies (GEHC), a GE spin-off that began trading independently in early 2024. He filed the STOCK Act disclosure on March 25, 2026 — just 2 days later, placing him in the top percentile of filing speed across Congress. The trade fell in the $1,001-$15,000 range: specifically 75 shares at approximately $72.22 per share, totaling around $5,417. GEHC was a spin-off from GE, so Davidson likely received these shares as part of the corporate restructuring rather than making an active purchase decision. The sale represents a clean exit from a position he never deliberately entered. Out of roughly 40 House Financial Services Committee members whose disclosures I monitor on the Pelosi Tracker platform, Davidson is one of fewer than five who consistently files within single-digit days every time.

A Historic 2025 — Ranked #1 in Congress

+78.8% return driven entirely by GE

Davidson's 2025 portfolio return of +78.8% placed him at the top of Unusual Whales' congressional trading leaderboard for the year, the highest single-year return I've seen across all 535 members since I started tracking this data. The second-ranked member, Rep. Donald Norcross (D-NJ), returned +70.8%. The overall House average was roughly +15.8%. Davidson's return was driven almost entirely by GE Aerospace's share price surge on strong defense spending tailwinds, commercial aerospace recovery, and the company's successful multi-year restructuring. This concentration cuts both ways. Had GE Aerospace declined 40% instead of rallying, Davidson would have ranked near the bottom. His #1 title is more about conviction in a single name than active trading skill.

Historical Trading Patterns — 2020 and Earlier

Before GE, more varied activity

Before his GE-focused holding period, Davidson showed more varied trading in 2020. He sold Cleveland-Cliffs (CLF), reporting approximately $32,501, on September 21, 2020. On the same day, he bought Workhorse Group (WKHS), an electric-vehicle maker, for roughly $65,002 across two transactions. He then sold the WKHS position on August 28, 2020 for approximately $150,002. He also added FSPHX (Fidelity Select Health Care) for around $8,001 in March 2020. His average reporting time across all disclosures is 2 days, making him one of the most STOCK Act-compliant filers in Congress. Compare this to representatives like Tommy Tuberville, whose late-filing disclosures have repeatedly arrived more than 45 days late.

Recent Trades by Warren Davidson

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Market Insights Coverage

+78.8% (Rank #1)

2025 Portfolio Return

96.2% of portfolio

GE Holdings Concentration

2 days (top 5%)

Average Filing Speed

~10 transactions

Total Disclosed Trades

FAQ

Frequently Asked Questions

Related Pages

View All Congress Trading Disclosures on Market InsightsGE (GE Aerospace) Congress Trading ActivityOptions Flow — Real-Time Unusual Options ActivityDark Pool — Block Trade and Off-Exchange DataMarket Insights Home