Schroder Investment Management Group’s Full Truck Alliance YMM Stock Holding History

Schroder Investment Management Group’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	$112M	Sell	13,781,521 -20,983,953	-60%	-$179M	0.08%	197
2026 Q1	$289M	Sell	34,765,474 -13,093,561	-27%	-$125M	0.24%	96
2025 Q4	$514M	Buy	47,859,035 +14,525,984	+44%	+$174M	0.39%	54
2025 Q3	$432M	Buy	33,333,051 +32,179,501	+2,790%	+$399M	0.34%	61
2025 Q2	$13.6M	Sell	1,153,550 -347,843	-23%	-$4.05M	0.01%	578
2025 Q1	$19.4M	Buy	1,501,393 +641,949	+75%	+$7.74M	0.02%	505
2024 Q4	$9.3M	Buy	859,444 +706,122	+461%	+$6.89M	0.01%	669
2024 Q3	$1.41M	Buy	153,322 +14,020	+10%	+$108K	﹤0.01%	985
2024 Q2	$1.12M	Sell	139,302 -32,897	-19%	-$280K	﹤0.01%	1008
2024 Q1	$1.25M	Buy	172,199 +32,404	+23%	+$216K	﹤0.01%	990
2023 Q4	$980K	Sell	139,795 -51,182	-27%	-$361K	﹤0.01%	1013
2023 Q3	$1.34M	Buy	+190,977	New	+$1.32M	﹤0.01%	972

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

Schroder Investment Management Group's YMM Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Full Truck Alliance (YMM) stake by 60% in Q2 2026, selling an estimated $179M and leaving 13,781,521 shares worth $112M. The position accounts for 0.08% of the portfolio, ranked #197.

Schroder Investment Management Group first reported a position in YMM in Q3 2023 and has held it in 12 quarters since. The position peaked at $514M in Q4 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

Schroder Investment Management Group held 13,781,521 shares of Full Truck Alliance worth $112M as of Q2 2026.
Schroder Investment Management Group sold 20,983,953 Full Truck Alliance shares in Q2 2026, an estimated $179M.
Full Truck Alliance made up 0.08% of Schroder Investment Management Group's portfolio in Q2 2026, its #197 holding.
Schroder Investment Management Group first reported a position in Full Truck Alliance in Q3 2023 and has held it in 12 quarters since.
Schroder Investment Management Group's Full Truck Alliance position peaked at $514M in Q4 2025.
246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.