Private Wealth Management Group’s Warrior Met Coal HCC Stock Holding History

Private Wealth Management Group’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	$7.14K	Hold	88	–	–	﹤0.01%	696
2026 Q1	$8.2K	Hold	88	–	–	﹤0.01%	592
2025 Q4	$7.76K	Hold	88	–	–	﹤0.01%	600
2025 Q3	$5.6K	Hold	88	–	–	﹤0.01%	749
2025 Q2	$4.03K	Buy	+88	New	+$4.08K	﹤0.01%	842
2024 Q3	–	Sell	-15	Closed	-$942	–	1520
2024 Q2	$942	Hold	15	–	–	﹤0.01%	1304
2024 Q1	$911	Sell	15 -8	-35%	-$485	﹤0.01%	1292
2023 Q4	$1.4K	Buy	+23	New	+$1.21K	﹤0.01%	1137

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

Private Wealth Management Group's HCC Position: Q2 2026 in Review

Private Wealth Management Group held its Warrior Met Coal (HCC) position steady in Q2 2026 at 88 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Private Wealth Management Group first reported a position in HCC in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.2K in Q1 2026. 344 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

Private Wealth Management Group held 88 shares of Warrior Met Coal worth $7.14K as of Q2 2026.
Private Wealth Management Group left its Warrior Met Coal share count unchanged in Q2 2026.
Warrior Met Coal made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #696 holding.
Private Wealth Management Group first reported a position in Warrior Met Coal in Q4 2023 and has held it in 8 quarters since.
Private Wealth Management Group's Warrior Met Coal position peaked at $8.2K in Q1 2026.
344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.