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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
Q2 		$201 Sell
9
-36
-80% -$795 ﹤0.01% 1884
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's NLY Position: Q2 2026 in Review

SHP Wealth Management reduced its Annaly Capital Management (NLY) stake by 80% in Q2 2026, selling an estimated $795 and leaving 9 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

SHP Wealth Management first reported a position in NLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.5K in Q4 2025. 792 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • SHP Wealth Management held 9 shares of Annaly Capital Management worth $201 as of Q2 2026.
  • SHP Wealth Management sold 36 Annaly Capital Management shares in Q2 2026, an estimated $795.
  • Annaly Capital Management made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1884 holding.
  • SHP Wealth Management first reported a position in Annaly Capital Management in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Annaly Capital Management position peaked at $43.5K in Q4 2025.
  • 792 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.