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Wealthspire Advisors (New York)’s Warrior Met Coal HCC Stock Holding History

Wealthspire Advisors (New York)’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
-69
Closed -$4.39K – 1824
2025
Q3 		$4.39K Buy
+69
New +$3.94K ﹤0.01% 2373

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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 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 $3.07B AUM 157.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s HCC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Warrior Met Coal (HCC) in Q4 2025, closing a stake of 69 shares — an estimated $4.39K sold.

Wealthspire Advisors (New York) first reported a position in HCC in Q3 2025 and held it in 1 quarter. The position peaked at $4.39K in Q3 2025. 327 funds tracked by Wall St. Rank hold HCC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Warrior Met Coal position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 69 Warrior Met Coal shares in Q4 2025, an estimated $4.39K.
  • Wealthspire Advisors (New York) first reported a position in Warrior Met Coal in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Warrior Met Coal position peaked at $4.39K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.