True Wealth Design
NLY icon

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
Q3 		$17.7K Buy
939
+524
+126% +$11.8K ﹤0.01% 869
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

True Wealth Design's NLY Position: Q3 2026 in Review

True Wealth Design increased its Annaly Capital Management (NLY) stake by 126% in Q3 2026, buying an estimated $11.8K and bringing the position to 939 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

True Wealth Design first reported a position in NLY in Q2 2025 and has held it in 6 quarters since. 677 funds tracked by Wall St. Rank hold NLY as of Q3 2026.

  • True Wealth Design held 939 shares of Annaly Capital Management worth $17.7K as of Q3 2026.
  • True Wealth Design bought 524 Annaly Capital Management shares in Q3 2026, an estimated $11.8K.
  • Annaly Capital Management made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #869 holding.
  • True Wealth Design first reported a position in Annaly Capital Management in Q2 2025 and has held it in 6 quarters since.
  • 677 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.