CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Dorman Products DORM Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$389K Buy
3,730
+293
+9% +$34.9K ﹤0.01% 2201
2025
Q4 		$423K Sell
3,437
-108
-3% -$14.6K ﹤0.01% 2003
2025
Q3 		$553K Buy
3,545
+347
+11% +$49.8K ﹤0.01% 1746
2025
Q2 		$392K Buy
3,198
+464
+17% +$56.4K ﹤0.01% 1883
2025
Q1 		$330K Buy
2,734
+831
+44% +$106K ﹤0.01% 1885
2024
Q4 		$247K Buy
1,903
+79
+4% +$10.1K ﹤0.01% 2026
2024
Q3 		$206K Buy
+1,824
New +$192K ﹤0.01% 2114
2022
Q3 		– Sell
-2,084
Closed -$229K – 2579
2022
Q2 		$229K Buy
2,084
+122
+6% +$12.1K ﹤0.01% 1600
2022
Q1 		$186K Buy
1,962
+383
+24% +$37.1K ﹤0.01% 1780
2021
Q4 		$178K Buy
1,579
+170
+12% +$18.5K ﹤0.01% 1721
2021
Q3 		$133K Sell
1,409
-14
-1% -$1.38K ﹤0.01% 1846
2021
Q2 		$148K Sell
1,423
-17
-1% -$1.74K ﹤0.01% 1740
2021
Q1 		$148K Buy
1,440
+1,395
+3,100% +$139K ﹤0.01% 1692
2020
Q4 		$4K Buy
45
+5
+13% +$463 ﹤0.01% 2904
2020
Q3 		$4K Buy
+40
New +$3.2K ﹤0.01% 2581
2019
Q4 		– Sell
-299
Closed -$24K – 1208
2019
Q3 		$24K Sell
299
-121
-29% -$9.39K ﹤0.01% 1247
2019
Q2 		$37K Sell
420
-12
-3% -$1.04K ﹤0.01% 1081
2019
Q1 		$38K Buy
432
+20
+5% +$1.74K ﹤0.01% 982
2018
Q4 		$37K Buy
412
+196
+91% +$15.7K ﹤0.01% 857
2018
Q3 		$17K Sell
216
-124
-36% -$9.48K ﹤0.01% 1060
2018
Q2 		$23K Sell
340
-54
-14% -$3.64K ﹤0.01% 909
2018
Q1 		$26K Sell
394
-19
-5% -$1.35K ﹤0.01% 744
2017
Q4 		$25K Buy
+413
New +$28K ﹤0.01% 728

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CAPTRUST Financial Advisors's DORM Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Dorman Products (DORM) stake by 8.5% in Q1 2026, buying an estimated $34.9K and bringing the position to 3,730 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

CAPTRUST Financial Advisors first reported a position in DORM in Q4 2017 and has held it in 23 quarters since. The position peaked at $553K in Q3 2025. 318 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

  • CAPTRUST Financial Advisors held 3,730 shares of Dorman Products worth $389K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 293 Dorman Products shares in Q1 2026, an estimated $34.9K.
  • Dorman Products made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2201 holding.
  • CAPTRUST Financial Advisors first reported a position in Dorman Products in Q4 2017 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's Dorman Products position peaked at $553K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.