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Mark Sheptoff Financial Planning’s Dorman Products DORM Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-23
Closed -$2.82K – 506
2025
Q2 		$2.82K Buy
+23
New +$2.8K ﹤0.01% 445
2016
Q1 		– Sell
-1,250
Closed -$59K – 366
2015
Q4 		$59K Sell
1,250
-3,400
-73% -$166K 0.05% 156
2015
Q3 		$237K Buy
4,650
+850
+22% +$42.6K 0.21% 81
2015
Q2 		$181K Buy
+3,800
New +$185K 0.15% 107

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 $3.37T AUM 44.26% 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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mark Sheptoff Financial Planning's DORM Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Dorman Products (DORM) in Q3 2025, closing a stake of 23 shares — an estimated $2.82K sold.

Mark Sheptoff Financial Planning first reported a position in DORM in Q2 2015 and held it in 4 quarters. The position peaked at $237K in Q3 2015. 345 funds tracked by Wall St. Rank hold DORM as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Dorman Products position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 23 Dorman Products shares in Q3 2025, an estimated $2.82K.
  • Mark Sheptoff Financial Planning first reported a position in Dorman Products in Q2 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Dorman Products position peaked at $237K in Q3 2015.
  • 345 funds tracked by Wall St. Rank held Dorman Products as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.