Abound Wealth Management’s Dorman Products DORM Stock Holding History

Abound Wealth Management’s Portfolio DORM Stock Details DORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$209	–	1426
2026 Q1	$209	Hold	2	–	–	﹤0.01%	1227
2025 Q4	$247	Hold	2	–	–	﹤0.01%	1110
2025 Q3	$312	Hold	2	–	–	﹤0.01%	996
2025 Q2	$246	Hold	2	–	–	﹤0.01%	968
2025 Q1	$242	Sell	2 -2	-50%	-$255	﹤0.01%	924
2024 Q4	$519	Sell	4 -2	-33%	-$256	﹤0.01%	795
2024 Q3	$679	Buy	6 +1	+20%	+$105	﹤0.01%	816
2024 Q2	$458	Hold	5	–	–	﹤0.01%	852
2024 Q1	$482	Hold	5	–	–	﹤0.01%	906
2023 Q4	$418	Buy	5 +2	+67%	+$149	﹤0.01%	1002
2023 Q3	$228	Hold	3	–	–	﹤0.01%	1082
2023 Q2	$237	Buy	+3	New	+$253	﹤0.01%	1121

Other funds holding DORM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return