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Convergence Financial’s Dorman Products DORM Stock Holding History

Convergence Financial’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 		– Sell
-4,485
Closed -$553K – 225
2025
Q4 		$553K Sell
4,485
-35
-0.8% -$4.72K 0.08% 116
2025
Q3 		$705K Buy
4,520
+1,331
+42% +$191K 0.11% 102
2025
Q2 		$391K Buy
3,189
+1,331
+72% +$162K 0.07% 135
2025
Q1 		$224K Buy
+1,858
New +$237K 0.04% 162

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

Convergence Financial's DORM Position: Q1 2026 in Review

Convergence Financial sold out of Dorman Products (DORM) in Q1 2026, closing a stake of 4,485 shares — an estimated $553K sold.

Convergence Financial first reported a position in DORM in Q1 2025 and held it in 4 quarters. The position peaked at $705K in Q3 2025. 319 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

  • Convergence Financial reported no remaining Dorman Products position as of Q1 2026 after selling out during the quarter.
  • Convergence Financial sold 4,485 Dorman Products shares in Q1 2026, an estimated $553K.
  • Convergence Financial first reported a position in Dorman Products in Q1 2025 and held it in 4 quarters.
  • Convergence Financial's Dorman Products position peaked at $705K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.