Group One Trading’s Full Truck Alliance YMM Stock Holding History

Group One Trading’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	$90.8K	Sell	11,182 -35,459	-76%	-$302K	﹤0.01%	4939
2026 Q1	$387K	Buy	46,641 +10,298	+28%	+$97.9K	﹤0.01%	3569
2025 Q4	$390K	Sell	36,343 -87,584	-71%	-$1.05M	﹤0.01%	3763
2025 Q3	$1.61M	Buy	123,927 +100,089	+420%	+$1.24M	﹤0.01%	2543
2025 Q2	$282K	Buy	+23,838	New	+$277K	﹤0.01%	3987
2022 Q4	–	Sell	-2,900	Closed	-$19.9K	–	8209
2022 Q3	$19K	Hold	2,900	–	–	﹤0.01%	6110
2022 Q2	$26K	Buy	+2,900	New	+$19.7K	﹤0.01%	6098

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

Group One Trading's YMM Position: Q2 2026 in Review

Group One Trading reduced its Full Truck Alliance (YMM) stake by 76% in Q2 2026, selling an estimated $302K and leaving 11,182 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4939.

Group One Trading first reported a position in YMM in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Group One Trading held 11,182 shares of Full Truck Alliance worth $90.8K as of Q2 2026.
Group One Trading sold 35,459 Full Truck Alliance shares in Q2 2026, an estimated $302K.
Full Truck Alliance made up ﹤0.01% of Group One Trading's portfolio in Q2 2026, its #4939 holding.
Group One Trading first reported a position in Full Truck Alliance in Q2 2022 and has held it in 7 quarters since.
Group One Trading's Full Truck Alliance position peaked at $1.61M in Q3 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.