EWA
HCC icon

EverSource Wealth Advisors’s Warrior Met Coal HCC Stock Holding History

EverSource Wealth 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 		$7.47K Sell
92
-267
-74% -$24.1K ﹤0.01% 3072
2026
Q1 		$33.4K Sell
359
-92
-20% -$8.29K ﹤0.01% 2183
2025
Q4 		$39.8K Sell
451
-241
-35% -$18.1K ﹤0.01% 1910
2025
Q3 		$44K Buy
692
+10
+1% +$571 ﹤0.01% 1793
2025
Q2 		$31.3K Buy
682
+467
+217% +$21.7K ﹤0.01% 1948
2025
Q1 		$10.3K Sell
215
-6
-3% -$306 ﹤0.01% 2099
2024
Q4 		$12K Hold
221
– – ﹤0.01% 1898
2024
Q3 		$14.1K Sell
221
-3
-1% -$186 ﹤0.01% 1673
2024
Q2 		$15.5K Buy
224
+22
+11% +$1.43K ﹤0.01% 1628
2024
Q1 		$13.8K Buy
202
+17
+9% +$1.03K ﹤0.01% 1540
2023
Q4 		$11.3K Sell
185
-68
-27% -$3.59K ﹤0.01% 1502
2023
Q3 		$12.9K Hold
253
– – ﹤0.01% 1319
2023
Q2 		$9.85K Hold
253
– – ﹤0.01% 1444
2023
Q1 		$9.29K Sell
253
-131
-34% -$4.84K ﹤0.01% 1398
2022
Q4 		$13.3K Hold
384
– – ﹤0.01% 1220
2022
Q3 		$11K Hold
384
– – ﹤0.01% 1095
2022
Q2 		$12K Hold
384
– – ﹤0.01% 986
2022
Q1 		$14K Hold
384
– – ﹤0.01% 840
2021
Q4 		$10K Buy
+384
New +$9.23K ﹤0.01% 961

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

EverSource Wealth Advisors's HCC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Warrior Met Coal (HCC) stake by 74% in Q2 2026, selling an estimated $24.1K and leaving 92 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

EverSource Wealth Advisors first reported a position in HCC in Q4 2021 and has held it in 19 quarters since. The position peaked at $44K in Q3 2025. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • EverSource Wealth Advisors held 92 shares of Warrior Met Coal worth $7.47K as of Q2 2026.
  • EverSource Wealth Advisors sold 267 Warrior Met Coal shares in Q2 2026, an estimated $24.1K.
  • Warrior Met Coal made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3072 holding.
  • EverSource Wealth Advisors first reported a position in Warrior Met Coal in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Warrior Met Coal position peaked at $44K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.