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 Q2	$45.8K	Buy	5,638 +874	+18%	+$7.44K	﹤0.01%	4346
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 $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Fidelity Investments's YMM Position: Q2 2026 in Review

Fidelity Investments increased its Full Truck Alliance (YMM) stake by 18% in Q2 2026, buying an estimated $7.44K and bringing the position to 5,638 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4346.

Fidelity Investments first reported a position in YMM in Q2 2023 and has held it in 13 quarters since. The position peaked at $453M in Q2 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Fidelity Investments held 5,638 shares of Full Truck Alliance worth $45.8K as of Q2 2026.
Fidelity Investments bought 874 Full Truck Alliance shares in Q2 2026, an estimated $7.44K.
Full Truck Alliance made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4346 holding.
Fidelity Investments first reported a position in Full Truck Alliance in Q2 2023 and has held it in 13 quarters since.
Fidelity Investments's Full Truck Alliance position peaked at $453M in Q2 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

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