NWF Advisory Services’s Warrior Met Coal HCC Stock Holding History

NWF Advisory Services’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	$7.58M	Buy	93,355 +4,150	+5%	+$375K	0.71%	36
2026 Q1	$8.31M	Buy	89,205 +1,235	+1%	+$111K	0.94%	28
2025 Q4	$7.76M	Buy	87,970 +3,000	+4%	+$226K	0.86%	32
2025 Q3	$5.41M	Buy	84,970 +7,320	+9%	+$418K	0.59%	42
2025 Q2	$3.56M	Buy	77,650 +69,225	+822%	+$3.21M	0.42%	55
2025 Q1	$402K	Sell	8,425 -1,025	-11%	-$52.3K	0.06%	205
2024 Q4	$513K	Buy	+9,450	New	+$604K	0.08%	135

Other funds holding HCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NWF Advisory Services's HCC Position: Q2 2026 in Review

NWF Advisory Services increased its Warrior Met Coal (HCC) stake by 4.7% in Q2 2026, buying an estimated $375K and bringing the position to 93,355 shares worth $7.58M. The position accounts for 0.71% of the portfolio, ranked #36.

NWF Advisory Services first reported a position in HCC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.31M in Q1 2026. 344 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

NWF Advisory Services held 93,355 shares of Warrior Met Coal worth $7.58M as of Q2 2026.
NWF Advisory Services bought 4,150 Warrior Met Coal shares in Q2 2026, an estimated $375K.
Warrior Met Coal made up 0.71% of NWF Advisory Services's portfolio in Q2 2026, its #36 holding.
NWF Advisory Services first reported a position in Warrior Met Coal in Q4 2024 and has held it in 7 quarters since.
NWF Advisory Services's Warrior Met Coal position peaked at $8.31M in Q1 2026.
344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.