Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dorman Products DORM Stock Holding History

Carson Wealth (CWM LLC)’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 		$37.5K Sell
359
-17
-5% -$2.02K ﹤0.01% 4011
2025
Q4 		$46K Buy
376
+73
+24% +$9.85K ﹤0.01% 3659
2025
Q3 		$47K Buy
303
+67
+28% +$9.61K ﹤0.01% 3573
2025
Q2 		$29K Sell
236
-6
-2% -$730 ﹤0.01% 3669
2025
Q1 		$29K Buy
242
+5
+2% +$638 ﹤0.01% 3407
2024
Q4 		$31K Buy
237
+53
+29% +$6.79K ﹤0.01% 3140
2024
Q3 		$21K Buy
184
+26
+16% +$2.73K ﹤0.01% 3313
2024
Q2 		$14K Sell
158
-53
-25% -$4.85K ﹤0.01% 3333
2024
Q1 		$20K Buy
211
+5
+2% +$431 ﹤0.01% 2903
2023
Q4 		$17K Sell
206
-75
-27% -$5.6K ﹤0.01% 2867
2023
Q3 		$21K Buy
281
+4
+1% +$325 ﹤0.01% 2646
2023
Q2 		$22K Sell
277
-16
-5% -$1.35K ﹤0.01% 2566
2023
Q1 		$25K Buy
293
+46
+19% +$4.1K ﹤0.01% 2343
2022
Q4 		$20K Sell
247
-72
-23% -$6.11K ﹤0.01% 2359
2022
Q3 		$26K Buy
319
+78
+32% +$7.68K ﹤0.01% 2050
2022
Q2 		$26K Sell
241
-27
-10% -$2.67K ﹤0.01% 1962
2022
Q1 		$25K Buy
268
+27
+11% +$2.62K ﹤0.01% 1941
2021
Q4 		$27K Buy
+241
New +$26.2K ﹤0.01% 1824
2021
Q2 		$25K Hold
241
– – ﹤0.01% 1685
2021
Q1 		$25K Hold
241
– – ﹤0.01% 1685
2020
Q4 		$25K Hold
241
– – ﹤0.01% 1685
2020
Q3 		$25K Hold
241
– – ﹤0.01% 1685
2020
Q2 		$25K Hold
241
– – ﹤0.01% 1685
2020
Q1 		$25K Hold
241
– – ﹤0.01% 1684
2019
Q4 		$25K Hold
241
– – ﹤0.01% 1684
2019
Q3 		$25K Hold
241
– – ﹤0.01% 1684
2019
Q2 		$25K Hold
241
– – ﹤0.01% 1684
2019
Q1 		$25K Buy
241
+219
+995% +$19K ﹤0.01% 1684
2018
Q4 		$2K Buy
+22
New +$1.76K ﹤0.01% 1734

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DORM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Dorman Products (DORM) stake by 4.5% in Q1 2026, selling an estimated $2.02K and leaving 359 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4011.

Carson Wealth (CWM LLC) first reported a position in DORM in Q4 2018 and has held it in 29 quarters since. The position peaked at $47K in Q3 2025. 319 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 359 shares of Dorman Products worth $37.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17 Dorman Products shares in Q1 2026, an estimated $2.02K.
  • Dorman Products made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4011 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dorman Products in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Dorman Products position peaked at $47K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.