Savant Capital’s Full Truck Alliance YMM Stock Holding History

Savant Capital’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	-14,054	Closed	-$117K	–	1907
2026 Q1	$117K	Sell	14,054 -398	-3%	-$3.79K	﹤0.01%	1458
2025 Q4	$155K	Sell	14,452 -1,710	-11%	-$20.5K	﹤0.01%	1320
2025 Q3	$210K	Sell	16,162 -1,362	-8%	-$16.9K	﹤0.01%	1224
2025 Q2	$207K	Sell	17,524 -3,318	-16%	-$38.6K	﹤0.01%	1135
2025 Q1	$266K	Buy	20,842 +2,901	+16%	+$35K	﹤0.01%	890
2024 Q4	$194K	Buy	+17,941	New	+$175K	﹤0.01%	1328

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

Savant Capital's YMM Position: Q2 2026 in Review

Savant Capital sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 14,054 shares — an estimated $117K sold.

Savant Capital first reported a position in YMM in Q4 2024 and held it in 6 quarters. The position peaked at $266K in Q1 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Savant Capital reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
Savant Capital sold 14,054 Full Truck Alliance shares in Q2 2026, an estimated $117K.
Savant Capital first reported a position in Full Truck Alliance in Q4 2024 and held it in 6 quarters.
Savant Capital's Full Truck Alliance position peaked at $266K in Q1 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.