MWM
HCC icon

Moran Wealth Management’s Warrior Met Coal HCC Stock Holding History

Moran Wealth Management’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
Q1 		$3.58M Buy
38,423
+7,291
+23% +$657K 0.11% 238
2025
Q4 		$2.74M Buy
31,132
+6,392
+26% +$481K 0.08% 258
2025
Q3 		$1.57M Sell
24,740
-165
-0.7% -$9.43K 0.05% 300
2025
Q2 		$1.14M Buy
24,905
+531
+2% +$24.6K 0.04% 316
2025
Q1 		$1.16M Buy
24,374
+2,047
+9% +$105K 0.04% 300
2024
Q4 		$1.21M Sell
22,327
-1,541
-6% -$98.5K 0.04% 285
2024
Q3 		$1.53M Sell
23,868
-1,196
-5% -$74.3K 0.05% 276
2024
Q2 		$1.57M Sell
25,064
-1,770
-7% -$115K 0.05% 258
2024
Q1 		$1.63M Sell
26,834
-3,665
-12% -$222K 0.05% 262
2023
Q4 		$1.86M Sell
30,499
-13,730
-31% -$725K 0.07% 252
2023
Q3 		$2.26M Buy
44,229
+15,076
+52% +$633K 0.09% 209
2023
Q2 		$1.14M Buy
+29,153
New +$1.06M 0.04% 244

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Moran Wealth Management's HCC Position: Q1 2026 in Review

Moran Wealth Management increased its Warrior Met Coal (HCC) stake by 23% in Q1 2026, buying an estimated $657K and bringing the position to 38,423 shares worth $3.58M. The position accounts for 0.11% of the portfolio, ranked #238.

Moran Wealth Management first reported a position in HCC in Q2 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Moran Wealth Management held 38,423 shares of Warrior Met Coal worth $3.58M as of Q1 2026.
  • Moran Wealth Management bought 7,291 Warrior Met Coal shares in Q1 2026, an estimated $657K.
  • Warrior Met Coal made up 0.11% of Moran Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Moran Wealth Management first reported a position in Warrior Met Coal in Q2 2023 and has held it in 12 quarters since.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.