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True Wealth Design’s Annaly Capital Management NLY Stock Holding History

True Wealth Design’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 		$9.28K Sell
415
-62
-13% -$1.37K ﹤0.01% 1088
2026
Q1 		$10.1K Buy
477
+54
+13% +$1.23K ﹤0.01% 963
2025
Q4 		$9.46K Buy
423
+358
+551% +$7.79K ﹤0.01% 885
2025
Q3 		$1.31K Buy
65
+22
+51% +$456 ﹤0.01% 1654
2025
Q2 		$810 Buy
+43
New +$818 ﹤0.01% 1548

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

True Wealth Design's NLY Position: Q2 2026 in Review

True Wealth Design reduced its Annaly Capital Management (NLY) stake by 13% in Q2 2026, selling an estimated $1.37K and leaving 415 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

True Wealth Design first reported a position in NLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.1K in Q1 2026. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • True Wealth Design held 415 shares of Annaly Capital Management worth $9.28K as of Q2 2026.
  • True Wealth Design sold 62 Annaly Capital Management shares in Q2 2026, an estimated $1.37K.
  • Annaly Capital Management made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1088 holding.
  • True Wealth Design first reported a position in Annaly Capital Management in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Annaly Capital Management position peaked at $10.1K in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.