Fidelity Investments’s Full Truck Alliance YMM Stock Holding History

Fidelity Investments’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 Q1	$39.5K	Sell	4,764 -21,739,999	-100%	-$207M	﹤0.01%	4234
2025 Q4	$233M	Sell	21,744,763 -13,028,901	-37%	-$156M	0.01%	804
2025 Q3	$451M	Sell	34,773,664 -3,595,236	-9%	-$44.5M	0.02%	543
2025 Q2	$453M	Buy	38,368,900 +4,853,350	+14%	+$56.5M	0.03%	523
2025 Q1	$428M	Buy	33,515,550 +28,048,839	+513%	+$338M	0.03%	511
2024 Q4	$59.1M	Buy	5,466,711 +5,462,379	+126,094%	+$53.3M	﹤0.01%	1320
2024 Q3	$39K	Sell	4,332 -492	-10%	-$3.77K	﹤0.01%	3882
2024 Q2	$38.8K	Sell	4,824 -2,948	-38%	-$25.1K	﹤0.01%	3744
2024 Q1	$56.5K	Buy	7,772 +510	+7%	+$3.4K	﹤0.01%	3526
2023 Q4	$50.9K	Sell	7,262 -430	-6%	-$3.03K	﹤0.01%	3505
2023 Q3	$54.2K	Buy	7,692 +1,127	+17%	+$7.77K	﹤0.01%	3336
2023 Q2	$40.8K	Buy	+6,565	New	+$42.3K	﹤0.01%	3533

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Fidelity Investments's YMM Position: Q1 2026 in Review

Fidelity Investments reduced its Full Truck Alliance (YMM) stake by 100% in Q1 2026, selling an estimated $207M and leaving 4,764 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

Fidelity Investments first reported a position in YMM in Q2 2023 and has held it in 12 quarters since. The position peaked at $453M in Q2 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

Fidelity Investments held 4,764 shares of Full Truck Alliance worth $39.5K as of Q1 2026.
Fidelity Investments sold 21,739,999 Full Truck Alliance shares in Q1 2026, an estimated $207M.
Full Truck Alliance made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4234 holding.
Fidelity Investments first reported a position in Full Truck Alliance in Q2 2023 and has held it in 12 quarters since.
Fidelity Investments's Full Truck Alliance position peaked at $453M in Q2 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.