Fidelity International
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Fidelity International’s Full Truck Alliance YMM Stock Holding History

Fidelity International’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491M Sell
60,524,375
-2,687,196
-4% -$22.9M 0.35% 64
2026
Q1 		$525M Sell
63,211,571
-1,170,602
-2% -$11.1M 0.41% 60
2025
Q4 		$691M Buy
64,382,173
+1,040,793
+2% +$12.5M 0.52% 47
2025
Q3 		$822M Buy
63,341,380
+9,264,895
+17% +$115M 0.65% 34
2025
Q2 		$639M Buy
54,076,485
+257,928
+0.5% +$3M 0.55% 45
2025
Q1 		$687M Buy
53,818,557
+2,087,937
+4% +$25.2M 0.65% 34
2024
Q4 		$560M Buy
51,730,620
+23,468,794
+83% +$229M 0.52% 51
2024
Q3 		$255M Buy
28,261,826
+10,694,113
+61% +$82M 0.23% 115
2024
Q2 		$141M Buy
17,567,713
+3,522,687
+25% +$30M 0.14% 175
2024
Q1 		$102M Buy
14,045,026
+1,519,936
+12% +$10.1M 0.1% 226
2023
Q4 		$87.8M Buy
12,525,090
+572,561
+5% +$4.04M 0.09% 237
2023
Q3 		$84.1M Sell
11,952,529
-3,843,553
-24% -$26.5M 0.1% 225
2023
Q2 		$98.3M Buy
15,796,082
+1,845,312
+13% +$11.9M 0.11% 208
2023
Q1 		$106M Buy
13,950,770
+3,286,070
+31% +$26M 0.12% 184
2022
Q4 		$85.3M Buy
10,664,700
+2,436,980
+30% +$16.7M 0.1% 217
2022
Q3 		$53.9M Buy
8,227,720
+460,169
+6% +$3.55M 0.07% 274
2022
Q2 		$70.4M Buy
7,767,551
+2,360,432
+44% +$16M 0.08% 238
2022
Q1 		$36.1M Buy
5,407,119
+177,260
+3% +$1.43M 0.04% 346
2021
Q4 		$43.8M Buy
5,229,859
+702
+0% +$9.28K 0.04% 326
2021
Q3 		$80.2M Sell
5,229,157
-2,887,989
-36% -$42.5M 0.09% 233
2021
Q2 		$165M Buy
+8,117,146
New +$160M 0.18% 146

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
ASI
All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Fidelity International's YMM Position: Q2 2026 in Review

Fidelity International reduced its Full Truck Alliance (YMM) stake by 4.3% in Q2 2026, selling an estimated $22.9M and leaving 60,524,375 shares worth $491M. The position accounts for 0.35% of the portfolio, ranked #64.

Fidelity International first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $822M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Fidelity International held 60,524,375 shares of Full Truck Alliance worth $491M as of Q2 2026.
  • Fidelity International sold 2,687,196 Full Truck Alliance shares in Q2 2026, an estimated $22.9M.
  • Full Truck Alliance made up 0.35% of Fidelity International's portfolio in Q2 2026, its #64 holding.
  • Fidelity International first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
  • Fidelity International's Full Truck Alliance position peaked at $822M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Fidelity International's 13F filing for Q2 2026, filed 13 Aug 2026.