CA
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Clearstead Advisors’s Warrior Met Coal HCC Stock Holding History

Clearstead Advisors’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245 Buy
+3
New +$271 ﹤0.01% 3139
2026
Q1 		– Sell
-15
Closed -$1.32K – 2507
2025
Q4 		$1.32K Buy
+15
New +$1.13K ﹤0.01% 2194

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's HCC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Warrior Met Coal (HCC) in Q2 2026: 3 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #3139 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HCC as recently as Q4 2025.

Clearstead Advisors first reported a position in HCC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.32K in Q4 2025. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Clearstead Advisors held 3 shares of Warrior Met Coal worth $245 as of Q2 2026.
  • Warrior Met Coal was a new Clearstead Advisors position in Q2 2026.
  • Warrior Met Coal made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3139 holding.
  • Clearstead Advisors first reported a position in Warrior Met Coal in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Warrior Met Coal position peaked at $1.32K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.