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Impact Partnership Wealth’s Annaly Capital Management NLY Stock Holding History

Impact Partnership Wealth’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
2025
Q2 		– Sell
-19,987
Closed -$406K – 335
2025
Q1 		$406K Buy
+19,987
New +$411K 0.09% 141
2024
Q2 		– Sell
-17,760
Closed -$350K – 514
2024
Q1 		$350K Sell
17,760
-3,754
-17% -$72.4K 0.14% 108
2023
Q4 		$417K Buy
21,514
+5,753
+37% +$103K 0.15% 100
2023
Q3 		$296K Sell
15,761
-15,226
-49% -$303K 0.09% 128
2023
Q2 		$620K Buy
+30,987
New +$602K 0.22% 44

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's NLY Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Annaly Capital Management (NLY) in Q2 2025, closing a stake of 19,987 shares — an estimated $406K sold.

Impact Partnership Wealth first reported a position in NLY in Q2 2023 and held it in 5 quarters. The position peaked at $620K in Q2 2023. 657 funds tracked by Wall St. Rank hold NLY as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Annaly Capital Management position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 19,987 Annaly Capital Management shares in Q2 2025, an estimated $406K.
  • Impact Partnership Wealth first reported a position in Annaly Capital Management in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Annaly Capital Management position peaked at $620K in Q2 2023.
  • 657 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.