Shelton Capital Management’s Annaly Capital Management NLY Stock Holding History

Shelton Capital 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	$525K	Sell	23,472 -722	-3%	-$15.9K	0.01%	356
2026 Q1	$512K	Buy	24,194 +5,284	+28%	+$120K	0.01%	352
2025 Q4	$423K	Hold	18,910	–	–	0.01%	392
2025 Q3	$382K	Hold	18,910	–	–	0.01%	432
2025 Q2	$356K	Hold	18,910	–	–	0.01%	429
2025 Q1	$384K	Hold	18,910	–	–	0.01%	389
2024 Q4	$346K	Sell	18,910 -1,088	-5%	-$21.3K	0.01%	449
2024 Q3	$401K	Hold	19,998	–	–	0.01%	399
2024 Q2	$381K	Sell	19,998 -1,571	-7%	-$30.5K	0.01%	400
2024 Q1	$425K	Hold	21,569	–	–	0.01%	396
2023 Q4	$418K	Sell	21,569 -505	-2%	-$9.01K	0.01%	375
2023 Q3	$415K	Hold	22,074	–	–	0.02%	349
2023 Q2	$442K	Hold	22,074	–	–	0.02%	345
2023 Q1	$422K	Hold	22,074	–	–	0.02%	339
2022 Q4	$465K	Buy	+22,074	New	+$434K	0.05%	282
2013 Q3	–	Sell	-7,669	Closed	-$386K	–	703
2013 Q2	$386K	Buy	+7,669	New	+$448K	0.07%	355

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shelton Capital Management's NLY Position: Q2 2026 in Review

Shelton Capital Management reduced its Annaly Capital Management (NLY) stake by 3% in Q2 2026, selling an estimated $15.9K and leaving 23,472 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #356.

Shelton Capital Management first reported a position in NLY in Q2 2013 and has held it in 16 quarters since. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Shelton Capital Management held 23,472 shares of Annaly Capital Management worth $525K as of Q2 2026.
Shelton Capital Management sold 722 Annaly Capital Management shares in Q2 2026, an estimated $15.9K.
Annaly Capital Management made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #356 holding.
Shelton Capital Management first reported a position in Annaly Capital Management in Q2 2013 and has held it in 16 quarters since.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.