TWD
HCC icon

True Wealth Design’s Warrior Met Coal HCC Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-1
Closed -$64 – 2669
2025
Q3 		$64 Hold
1
– – ﹤0.01% 2537
2025
Q2 		$46 Sell
1
-13
-93% -$603 ﹤0.01% 2397
2025
Q1 		$669 Buy
+14
New +$715 ﹤0.01% 1434

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Wealth Design's HCC Position: Q4 2025 in Review

True Wealth Design sold out of Warrior Met Coal (HCC) in Q4 2025, closing a stake of 1 share — an estimated $64 sold.

True Wealth Design first reported a position in HCC in Q1 2025 and held it in 3 quarters. The position peaked at $669 in Q1 2025. 327 funds tracked by Wall St. Rank hold HCC as of Q4 2025.

  • True Wealth Design reported no remaining Warrior Met Coal position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Warrior Met Coal share in Q4 2025, an estimated $64.
  • True Wealth Design first reported a position in Warrior Met Coal in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Warrior Met Coal position peaked at $669 in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.