VisionPoint Advisory Group’s Warrior Met Coal HCC Stock Holding History

VisionPoint Advisory 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	$411K	Sell	5,060 -322	-6%	-$29.1K	0.07%	288
2026 Q1	$501K	Sell	5,382 -45	-0.8%	-$4.05K	0.09%	218
2025 Q4	$478K	Sell	5,427 -28	-0.5%	-$2.1K	0.09%	217
2025 Q3	$347K	Sell	5,455 -148	-3%	-$8.46K	0.07%	271
2025 Q2	$257K	Buy	+5,603	New	+$260K	0.06%	300

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

VisionPoint Advisory Group's HCC Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Warrior Met Coal (HCC) stake by 6% in Q2 2026, selling an estimated $29.1K and leaving 5,060 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #288.

VisionPoint Advisory Group first reported a position in HCC in Q2 2025 and has held it in 5 quarters since. The position peaked at $501K in Q1 2026. 342 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

VisionPoint Advisory Group held 5,060 shares of Warrior Met Coal worth $411K as of Q2 2026.
VisionPoint Advisory Group sold 322 Warrior Met Coal shares in Q2 2026, an estimated $29.1K.
Warrior Met Coal made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #288 holding.
VisionPoint Advisory Group first reported a position in Warrior Met Coal in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's Warrior Met Coal position peaked at $501K in Q1 2026.
342 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.