Wealthcare Advisory Partners’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $322K | Buy |
14,407
+2,138
| +17% | +$47.2K | 0.01% | 853 |
|
|
2026
Q1 | $259K | Buy |
12,269
+1,252
| +11% | +$28.5K | 0.01% | 922 |
|
|
2025
Q4 | $246K | Sell |
11,017
-504
| -4% | -$11K | ﹤0.01% | 950 |
|
|
2025
Q3 | $233K | Sell |
11,521
-355
| -3% | -$7.36K | ﹤0.01% | 929 |
|
|
2025
Q2 | $224K | Buy |
11,876
+1,437
| +14% | +$27.3K | 0.01% | 901 |
|
|
2025
Q1 | $212K | Sell |
10,439
-3,114
| -23% | -$64.1K | 0.01% | 854 |
|
|
2024
Q4 | $248K | Buy |
13,553
+955
| +8% | +$18.7K | 0.01% | 778 |
|
|
2024
Q3 | $253K | Buy |
12,598
+26
| +0.2% | +$521 | 0.01% | 764 |
|
|
2024
Q2 | $240K | Buy |
12,572
+704
| +6% | +$13.7K | 0.01% | 738 |
|
|
2024
Q1 | $234K | Buy |
11,868
+52
| +0.4% | +$1K | 0.01% | 733 |
|
|
2023
Q4 | $229K | Buy |
11,816
+192
| +2% | +$3.42K | 0.01% | 681 |
|
|
2023
Q3 | $219K | Buy |
11,624
+821
| +8% | +$16.3K | 0.01% | 630 |
|
|
2023
Q2 | $216K | Buy |
10,803
+239
| +2% | +$4.64K | 0.01% | 653 |
|
|
2023
Q1 | $202K | Buy |
10,564
+86
| +0.8% | +$1.81K | 0.01% | 689 |
|
|
2022
Q4 | $221K | Buy |
+10,478
| New | +$206K | 0.01% | 627 |
|
|
2022
Q3 | – | Sell |
-10,890
| Closed | -$257K | – | 619 |
|
|
2022
Q2 | $257K | Buy |
10,890
+320
| +3% | +$8.29K | 0.02% | 468 |
|
|
2022
Q1 | $298K | Buy |
10,570
+541
| +5% | +$16.1K | 0.02% | 416 |
|
|
2021
Q4 | $314K | Buy |
10,029
+2,719
| +37% | +$91.4K | 0.02% | 431 |
|
|
2021
Q3 | $246K | Sell |
7,310
-2,020
| -22% | -$69.5K | 0.02% | 468 |
|
|
2021
Q2 | $331K | Sell |
9,330
-6,025
| -39% | -$219K | 0.02% | 396 |
|
|
2021
Q1 | $528K | Buy |
15,355
+3,325
| +28% | +$113K | 0.04% | 278 |
|
|
2020
Q4 | $407K | Buy |
12,030
+8,655
| +256% | +$268K | 0.04% | 265 |
|
|
2020
Q3 | $96K | Buy |
+3,375
| New | +$97.7K | 0.01% | 351 |
|
|
2020
Q2 | – | Sell |
-820
| Closed | -$17K | – | 1005 |
|
|
2020
Q1 | $17K | Buy |
820
+249
| +44% | +$8.76K | ﹤0.01% | 776 |
|
|
2019
Q4 | $21K | Buy |
571
+4
| +0.7% | +$146 | ﹤0.01% | 754 |
|
|
2019
Q3 | $20K | Sell |
567
-97
| -15% | -$3.5K | ﹤0.01% | 751 |
|
|
2019
Q2 | $24K | Buy |
664
+3
| +0.5% | +$114 | ﹤0.01% | 683 |
|
|
2019
Q1 | $26K | Buy |
661
+4
| +0.6% | +$163 | ﹤0.01% | 600 |
|
|
2018
Q4 | $26K | Sell |
657
-600
| -48% | -$24K | 0.01% | 576 |
|
|
2018
Q3 | $51K | Buy |
1,257
+6
| +0.5% | +$251 | 0.01% | 462 |
|
|
2018
Q2 | $51K | Buy |
1,251
+1,147
| +1,103% | +$47.8K | 0.01% | 458 |
|
|
2018
Q1 | $4K | Buy |
104
+3
| +3% | +$128 | ﹤0.01% | 877 |
|
|
2017
Q4 | $5K | Buy |
+101
| New | +$4.79K | ﹤0.01% | 786 |
|
Other funds holding NLY
MIF
CM
QCM
DFG
AWM
PIWA
PFSRSONJ
Wealthcare Advisory Partners's NLY Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Annaly Capital Management (NLY) stake by 17% in Q2 2026, buying an estimated $47.2K and bringing the position to 14,407 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #853.
Wealthcare Advisory Partners first reported a position in NLY in Q4 2017 and has held it in 33 quarters since. The position peaked at $528K in Q1 2021. 186 funds tracked by Wall St. Rank hold NLY as of Q2 2026.
- Wealthcare Advisory Partners held 14,407 shares of Annaly Capital Management worth $322K as of Q2 2026.
- Wealthcare Advisory Partners bought 2,138 Annaly Capital Management shares in Q2 2026, an estimated $47.2K.
- Annaly Capital Management made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #853 holding.
- Wealthcare Advisory Partners first reported a position in Annaly Capital Management in Q4 2017 and has held it in 33 quarters since.
- Wealthcare Advisory Partners's Annaly Capital Management position peaked at $528K in Q1 2021.
- 186 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.