Morgan Stanley
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Morgan Stanley’s Full Truck Alliance YMM Stock Holding History

Morgan Stanley’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 		$87.2M Buy
10,736,456
+1,223,819
+13% +$10.4M ﹤0.01% 1687
2026
Q1 		$79M Sell
9,512,637
-5,257,205
-36% -$50M ﹤0.01% 1643
2025
Q4 		$158M Sell
14,769,842
-8,609,709
-37% -$103M 0.01% 1084
2025
Q3 		$303M Sell
23,379,551
-4,321,409
-16% -$53.5M 0.02% 716
2025
Q2 		$327M Buy
27,700,960
+829,680
+3% +$9.66M 0.02% 646
2025
Q1 		$343M Sell
26,871,280
-11,919,334
-31% -$144M 0.02% 602
2024
Q4 		$420M Buy
38,790,614
+11,143,347
+40% +$109M 0.03% 537
2024
Q3 		$249M Buy
27,647,267
+2,646,972
+11% +$20.3M 0.02% 716
2024
Q2 		$201M Buy
25,000,295
+11,274,391
+82% +$95.9M 0.02% 807
2024
Q1 		$99.8M Buy
13,725,904
+9,998,828
+268% +$66.7M 0.01% 1198
2023
Q4 		$26.1M Buy
3,727,076
+1,305,865
+54% +$9.21M ﹤0.01% 2402
2023
Q3 		$17M Buy
2,421,211
+1,069,054
+79% +$7.37M ﹤0.01% 2635
2023
Q2 		$8.41M Sell
1,352,157
-1,803,527
-57% -$11.6M ﹤0.01% 3323
2023
Q1 		$24M Buy
3,155,684
+1,723,950
+120% +$13.7M ﹤0.01% 2219
2022
Q4 		$11.5M Buy
1,431,734
+743,902
+108% +$5.1M ﹤0.01% 2942
2022
Q3 		$4.5M Sell
687,832
-438,456
-39% -$3.38M ﹤0.01% 3783
2022
Q2 		$10.2M Sell
1,126,288
-1,038,889
-48% -$7.06M ﹤0.01% 3042
2022
Q1 		$14.4M Sell
2,165,177
-888,074
-29% -$7.19M ﹤0.01% 2461
2021
Q4 		$25.6M Buy
3,053,251
+3,011,350
+7,187% +$39.8M ﹤0.01% 1907
2021
Q3 		$642K Buy
41,901
+41,701
+20,851% +$614K ﹤0.01% 5341
2021
Q2 		$4K Buy
+200
New +$3.93K ﹤0.01% 7454

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

Morgan Stanley's YMM Position: Q2 2026 in Review

Morgan Stanley increased its Full Truck Alliance (YMM) stake by 13% in Q2 2026, buying an estimated $10.4M and bringing the position to 10,736,456 shares worth $87.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Morgan Stanley first reported a position in YMM in Q2 2021 and has held it in 21 quarters since. The position peaked at $420M in Q4 2024. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • Morgan Stanley held 10,736,456 shares of Full Truck Alliance worth $87.2M as of Q2 2026.
  • Morgan Stanley bought 1,223,819 Full Truck Alliance shares in Q2 2026, an estimated $10.4M.
  • Full Truck Alliance made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1687 holding.
  • Morgan Stanley first reported a position in Full Truck Alliance in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's Full Truck Alliance position peaked at $420M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.