Mitsubishi UFJ Trust & Banking’s Full Truck Alliance YMM Stock Holding History

Mitsubishi UFJ Trust & Banking’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	$182M	Buy	22,471,443 +3,160,527	+16%	+$26.9M	0.4%	50
2026 Q1	$160M	Buy	19,310,916 +1,685,299	+10%	+$16M	0.4%	51
2025 Q4	$189M	Buy	17,625,617 +6,977,787	+66%	+$83.7M	0.45%	36
2025 Q3	$138M	Buy	10,647,830 +4,611,050	+76%	+$57.1M	0.3%	66
2025 Q2	$71.3M	Buy	6,036,780 +3,723,722	+161%	+$43.3M	0.17%	138
2025 Q1	$29.5M	Buy	+2,313,058	New	+$27.9M	0.08%	270

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

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's YMM Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its Full Truck Alliance (YMM) stake by 16% in Q2 2026, buying an estimated $26.9M and bringing the position to 22,471,443 shares worth $182M. The position accounts for 0.4% of the portfolio, ranked #50.

Mitsubishi UFJ Trust & Banking first reported a position in YMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $189M in Q4 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Mitsubishi UFJ Trust & Banking held 22,471,443 shares of Full Truck Alliance worth $182M as of Q2 2026.
Mitsubishi UFJ Trust & Banking bought 3,160,527 Full Truck Alliance shares in Q2 2026, an estimated $26.9M.
Full Truck Alliance made up 0.4% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #50 holding.
Mitsubishi UFJ Trust & Banking first reported a position in Full Truck Alliance in Q1 2025 and has held it in 6 quarters since.
Mitsubishi UFJ Trust & Banking's Full Truck Alliance position peaked at $189M in Q4 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.