Michael Gelband’s Full Truck Alliance YMM Stock Holding History

Michael Gelband’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	–	Sell	-23,944	Closed	-$199K	–	2152
2026 Q1	$199K	Buy	+23,944	New	+$228K	﹤0.01%	1378
2024 Q4	–	Sell	-252,483	Closed	-$2.27M	–	2137
2024 Q3	$2.27M	Buy	+252,483	New	+$1.94M	0.01%	685
2023 Q3	–	Sell	-57,320	Closed	-$357K	–	2216
2023 Q2	$357K	Sell	57,320 -2,860,033	-98%	-$18.4M	﹤0.01%	1475
2023 Q1	$22.2M	Buy	+2,917,353	New	+$23.1M	0.18%	92
2022 Q3	–	Sell	-474,676	Closed	-$4.3M	–	2360
2022 Q2	$4.3M	Buy	+474,676	New	+$3.23M	0.05%	463
2021 Q4	–	Sell	-50,978	Closed	-$781K	–	2670
2021 Q3	$781K	Buy	50,978 +20,378	+67%	+$300K	0.01%	1149
2021 Q2	$624K	Buy	+30,600	New	+$601K	0.01%	1245

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

Michael Gelband's YMM Position: Q2 2026 in Review

Michael Gelband sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 23,944 shares — an estimated $199K sold.

Michael Gelband first reported a position in YMM in Q2 2021 and held it in 7 quarters. The position peaked at $22.2M in Q1 2023. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Michael Gelband reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
Michael Gelband sold 23,944 Full Truck Alliance shares in Q2 2026, an estimated $199K.
Michael Gelband first reported a position in Full Truck Alliance in Q2 2021 and held it in 7 quarters.
Michael Gelband's Full Truck Alliance position peaked at $22.2M in Q1 2023.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.