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SHP Wealth Management’s Annaly Capital Management NLY Stock Holding History

SHP Wealth 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
Q1 		$951 Sell
45
-1,899
-98% -$43.3K ﹤0.01% 1464
2025
Q4 		$43.5K Buy
+1,944
New +$42.3K ﹤0.01% 503

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's NLY Position: Q1 2026 in Review

SHP Wealth Management reduced its Annaly Capital Management (NLY) stake by 98% in Q1 2026, selling an estimated $43.3K and leaving 45 shares worth $951. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

SHP Wealth Management first reported a position in NLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $43.5K in Q4 2025. 771 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • SHP Wealth Management held 45 shares of Annaly Capital Management worth $951 as of Q1 2026.
  • SHP Wealth Management sold 1,899 Annaly Capital Management shares in Q1 2026, an estimated $43.3K.
  • Annaly Capital Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1464 holding.
  • SHP Wealth Management first reported a position in Annaly Capital Management in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Annaly Capital Management position peaked at $43.5K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.