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Heritage Family Offices’s Dorman Products DORM Stock Holding History

Heritage Family Offices’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
2025
Q4 		– Sell
-1,581
Closed -$246K – 207
2025
Q3 		$246K Sell
1,581
-219
-12% -$31.4K 0.11% 163
2025
Q2 		$217K Hold
1,800
– – 0.11% 166
2025
Q1 		$217K Sell
1,800
-328
-15% -$41.8K 0.11% 165
2024
Q4 		$276K Buy
2,128
+100
+5% +$12.8K 0.14% 137
2024
Q3 		$229K Buy
+2,028
New +$213K 0.12% 163

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Heritage Family Offices's DORM Position: Q4 2025 in Review

Heritage Family Offices sold out of Dorman Products (DORM) in Q4 2025, closing a stake of 1,581 shares — an estimated $246K sold.

Heritage Family Offices first reported a position in DORM in Q3 2024 and held it in 5 quarters. The position peaked at $276K in Q4 2024. 348 funds tracked by Wall St. Rank hold DORM as of Q4 2025.

  • Heritage Family Offices reported no remaining Dorman Products position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 1,581 Dorman Products shares in Q4 2025, an estimated $246K.
  • Heritage Family Offices first reported a position in Dorman Products in Q3 2024 and held it in 5 quarters.
  • Heritage Family Offices's Dorman Products position peaked at $276K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Dorman Products as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.