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H&H Retirement Design & Management’s Annaly Capital Management NLY Stock Holding History

H&H Retirement Design & Management’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Sell
11,766
-1,108
-9% -$24.5K 0.12% 84
2026
Q1 		$294K Sell
12,874
-21
-0.2% -$478 0.14% 82
2025
Q4 		$291K Sell
12,895
-809
-6% -$17.6K 0.15% 68
2025
Q3 		$297K Sell
13,704
-179
-1% -$3.71K 0.16% 73
2025
Q2 		$277K Buy
13,883
+200
+1% +$3.8K 0.15% 72
2025
Q1 		$241K Sell
13,683
-476
-3% -$9.8K 0.16% 66
2024
Q4 		$306K Hold
14,159
– – 0.19% 65
2024
Q3 		$283K Buy
14,159
+25
+0.2% +$501 0.17% 66
2024
Q2 		$286K Hold
14,134
– – 0.18% 75
2024
Q1 		$259K Hold
14,134
– – 0.17% 75
2023
Q4 		$266K Buy
14,134
+478
+4% +$8.53K 0.17% 55
2023
Q3 		$239K Buy
13,656
+364
+3% +$7.23K 0.17% 53
2023
Q2 		$268K Hold
13,292
– – 0.18% 46
2023
Q1 		$257K Sell
13,292
-705
-5% -$14.9K 0.16% 45
2022
Q4 		$318K Buy
13,997
+36
+0.3% +$708 0.27% 58
2022
Q3 		$232K Sell
13,961
-3
-0% -$76 0.22% 65
2022
Q2 		$385K Buy
13,964
+732
+6% +$19K 0.28% 54
2022
Q1 		$357K Hold
13,232
– – 0.24% 44
2021
Q4 		$368K Buy
13,232
+379
+3% +$12.7K 0.23% 54
2021
Q3 		$435K Buy
12,853
+285
+2% +$9.81K 0.27% 31
2021
Q2 		$432K Buy
12,568
+262
+2% +$9.52K 0.26% 34
2021
Q1 		$431K Buy
+12,306
New +$417K 0.26% 31
2020
Q3 		$445K Buy
15,633
+427
+3% +$12.4K 0.35% 30
2020
Q2 		$399K Sell
15,206
-409
-3% -$10.1K 0.35% 36
2020
Q1 		$317K Buy
+15,615
New +$549K 0.3% 39

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

H&H Retirement Design & Management's NLY Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Annaly Capital Management (NLY) stake by 8.6% in Q2 2026, selling an estimated $24.5K and leaving 11,766 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #84.

H&H Retirement Design & Management first reported a position in NLY in Q1 2020 and has held it in 25 quarters since. The position peaked at $445K in Q3 2020. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • H&H Retirement Design & Management held 11,766 shares of Annaly Capital Management worth $271K as of Q2 2026.
  • H&H Retirement Design & Management sold 1,108 Annaly Capital Management shares in Q2 2026, an estimated $24.5K.
  • Annaly Capital Management made up 0.12% of H&H Retirement Design & Management's portfolio in Q2 2026, its #84 holding.
  • H&H Retirement Design & Management first reported a position in Annaly Capital Management in Q1 2020 and has held it in 25 quarters since.
  • H&H Retirement Design & Management's Annaly Capital Management position peaked at $445K in Q3 2020.
  • 784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.