High Note Wealth’s Dorman Products DORM Stock Holding History

High Note Wealth’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	-29	Closed	-$3.57K	–	958
2025 Q4	$3.57K	Buy	29 +3	+12%	+$405	﹤0.01%	629
2025 Q3	$4.05K	Sell	26 -2	-7%	-$287	﹤0.01%	561
2025 Q2	$3.44K	Buy	+28	New	+$3.4K	﹤0.01%	582

Other funds holding DORM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

High Note Wealth's DORM Position: Q1 2026 in Review

High Note Wealth sold out of Dorman Products (DORM) in Q1 2026, closing a stake of 29 shares — an estimated $3.57K sold.

High Note Wealth first reported a position in DORM in Q2 2025 and held it in 3 quarters. The position peaked at $4.05K in Q3 2025. 318 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

High Note Wealth reported no remaining Dorman Products position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 29 Dorman Products shares in Q1 2026, an estimated $3.57K.
High Note Wealth first reported a position in Dorman Products in Q2 2025 and held it in 3 quarters.
High Note Wealth's Dorman Products position peaked at $4.05K in Q3 2025.
318 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.