CT
HCC icon

Clearstead Trust’s Warrior Met Coal HCC Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-26
Closed -$1.66K – 1230
2025
Q3 		$1.66K Hold
26
– – ﹤0.01% 1057
2025
Q2 		$1.19K Buy
+26
New +$1.21K ﹤0.01% 1097

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clearstead Trust's HCC Position: Q4 2025 in Review

Clearstead Trust sold out of Warrior Met Coal (HCC) in Q4 2025, closing a stake of 26 shares — an estimated $1.66K sold.

Clearstead Trust first reported a position in HCC in Q2 2025 and held it in 2 quarters. The position peaked at $1.66K in Q3 2025. 327 funds tracked by Wall St. Rank hold HCC as of Q4 2025.

  • Clearstead Trust reported no remaining Warrior Met Coal position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 26 Warrior Met Coal shares in Q4 2025, an estimated $1.66K.
  • Clearstead Trust first reported a position in Warrior Met Coal in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Warrior Met Coal position peaked at $1.66K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.