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Intentional Wealth Strategies’s Annaly Capital Management NLY Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-43
Closed -$909 – 611
2026
Q1 		$909 Buy
+43
New +$979 ﹤0.01% 773

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

Intentional Wealth Strategies's NLY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Annaly Capital Management (NLY) in Q2 2026, closing a stake of 43 shares — an estimated $909 sold.

Intentional Wealth Strategies first reported a position in NLY in Q1 2026 and held it in 1 quarter. The position peaked at $909 in Q1 2026. 783 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Annaly Capital Management position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 43 Annaly Capital Management shares in Q2 2026, an estimated $909.
  • Intentional Wealth Strategies first reported a position in Annaly Capital Management in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Annaly Capital Management position peaked at $909 in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.