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

Ritholtz 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
Q2 		$1.31M Sell
16,088
-79
-0.5% -$7.14K 0.02% 543
2026
Q1 		$1.51M Sell
16,167
-9
-0.1% -$811 0.03% 446
2025
Q4 		$1.43M Sell
16,176
-32
-0.2% -$2.41K 0.03% 422
2025
Q3 		$1.03M Buy
16,208
+1,643
+11% +$93.9K 0.02% 491
2025
Q2 		$668K Sell
14,565
-675
-4% -$31.3K 0.01% 558
2025
Q1 		$727K Sell
15,240
-41
-0.3% -$2.09K 0.02% 485
2024
Q4 		$829K Sell
15,281
-173
-1% -$11.1K 0.02% 419
2024
Q3 		$988K Sell
15,454
-177
-1% -$11K 0.03% 371
2024
Q2 		$981K Sell
15,631
-227
-1% -$14.7K 0.03% 354
2024
Q1 		$963K Sell
15,858
-38
-0.2% -$2.3K 0.03% 368
2023
Q4 		$969K Sell
15,896
-247
-2% -$13K 0.04% 332
2023
Q3 		$825K Sell
16,143
-1,675
-9% -$70.3K 0.04% 332
2023
Q2 		$694K Sell
17,818
-3,937
-18% -$143K 0.03% 358
2023
Q1 		$799K Buy
21,755
+5,065
+30% +$187K 0.04% 316
2022
Q4 		$578K Buy
16,690
+4,520
+37% +$160K 0.03% 332
2022
Q3 		$346K Buy
+12,170
New +$374K 0.02% 500

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ritholtz Wealth Management's HCC Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Warrior Met Coal (HCC) stake by 0.49% in Q2 2026, selling an estimated $7.14K and leaving 16,088 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #543.

Ritholtz Wealth Management first reported a position in HCC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q1 2026. 342 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Ritholtz Wealth Management held 16,088 shares of Warrior Met Coal worth $1.31M as of Q2 2026.
  • Ritholtz Wealth Management sold 79 Warrior Met Coal shares in Q2 2026, an estimated $7.14K.
  • Warrior Met Coal made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Ritholtz Wealth Management first reported a position in Warrior Met Coal in Q3 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Warrior Met Coal position peaked at $1.51M in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.