State Street
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State Street’s Full Truck Alliance YMM Stock Holding History

State Street’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 		$67.5M Buy
8,310,044
+6,776,511
+442% +$57.7M ﹤0.01% 1693
2026
Q1 		$12.7M Sell
1,533,533
-334,731
-18% -$3.18M ﹤0.01% 2475
2025
Q4 		$20M Sell
1,868,264
-13,667
-0.7% -$164K ﹤0.01% 2278
2025
Q3 		$24.4M Sell
1,881,931
-359,488
-16% -$4.45M ﹤0.01% 2124
2025
Q2 		$26.5M Sell
2,241,419
-262,589
-10% -$3.06M ﹤0.01% 2033
2025
Q1 		$32M Sell
2,504,008
-241,272
-9% -$2.91M ﹤0.01% 1871
2024
Q4 		$29.7M Buy
2,745,280
+135,772
+5% +$1.32M ﹤0.01% 1991
2024
Q3 		$23.5M Buy
2,609,508
+155,834
+6% +$1.2M ﹤0.01% 2113
2024
Q2 		$19.7M Buy
2,453,674
+239,484
+11% +$2.04M ﹤0.01% 2179
2024
Q1 		$16.1M Sell
2,214,190
-12,840
-0.6% -$85.7K ﹤0.01% 2303
2023
Q4 		$15.6M Buy
2,227,030
+152,862
+7% +$1.08M ﹤0.01% 2335
2023
Q3 		$14.6M Sell
2,074,168
-895,854
-30% -$6.18M ﹤0.01% 2367
2023
Q2 		$18.5M Buy
2,970,022
+343,964
+13% +$2.22M ﹤0.01% 2293
2023
Q1 		$20M Buy
2,626,058
+67,168
+3% +$532K ﹤0.01% 2227
2022
Q4 		$20.5M Buy
2,558,890
+73,425
+3% +$504K ﹤0.01% 2232
2022
Q3 		$16.3M Buy
2,485,465
+876,043
+54% +$6.76M ﹤0.01% 2370
2022
Q2 		$14.6M Buy
1,609,422
+332,622
+26% +$2.26M ﹤0.01% 2466
2022
Q1 		$8.52M Buy
1,276,800
+1,142,900
+854% +$9.25M ﹤0.01% 2899
2021
Q4 		$1.12M Buy
+133,900
New +$1.77M ﹤0.01% 3788

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

State Street's YMM Position: Q2 2026 in Review

State Street increased its Full Truck Alliance (YMM) stake by 442% in Q2 2026, buying an estimated $57.7M and bringing the position to 8,310,044 shares worth $67.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

State Street first reported a position in YMM in Q4 2021 and has held it in 19 quarters since. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • State Street held 8,310,044 shares of Full Truck Alliance worth $67.5M as of Q2 2026.
  • State Street bought 6,776,511 Full Truck Alliance shares in Q2 2026, an estimated $57.7M.
  • Full Truck Alliance made up ﹤0.01% of State Street's portfolio in Q2 2026, its #1693 holding.
  • State Street first reported a position in Full Truck Alliance in Q4 2021 and has held it in 19 quarters since.
  • 247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.