Group One Trading
YMM icon

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 		$198K Sell
24,400
-57,600
-70% -$490K ﹤0.01% 4296
2026
Q1 		$681K Buy
82,000
+29,700
+57% +$282K ﹤0.01% 3051
2025
Q4 		$561K Sell
52,300
-245,900
-82% -$2.95M ﹤0.01% 3391
2025
Q3 		$3.87M Sell
298,200
-116,000
-28% -$1.44M 0.01% 1720
2025
Q2 		$4.89M Buy
414,200
+14,300
+4% +$166K 0.01% 1345
2025
Q1 		$5.11M Buy
399,900
+256,200
+178% +$3.09M 0.01% 1055
2024
Q4 		$1.55M Buy
143,700
+122,600
+581% +$1.2M ﹤0.01% 2141
2024
Q3 		$190K Sell
21,100
-20,400
-49% -$156K ﹤0.01% 3660
2024
Q2 		$334K Buy
41,500
+3,000
+8% +$25.5K ﹤0.01% 2937
2024
Q1 		$280K Sell
38,500
-12,200
-24% -$81.4K ﹤0.01% 3272
2023
Q4 		$355K Buy
50,700
+35,600
+236% +$251K ﹤0.01% 3361
2023
Q3 		$106K Buy
15,100
+2,100
+16% +$14.5K ﹤0.01% 4401
2023
Q2 		$80.9K Sell
13,000
-28,100
-68% -$181K ﹤0.01% 4828
2023
Q1 		$313K Buy
41,100
+38,700
+1,613% +$307K ﹤0.01% 3232
2022
Q4 		$19.2K Buy
+2,400
New +$16.5K ﹤0.01% 5624

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
Fidelity International
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
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

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. 246 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.
  • 246 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.