Measured Wealth Private Client Group’s Dorman Products DORM Stock Holding History

Measured Wealth Private Client Group’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 Q2	$11.5K	Sell	84 -118	-58%	-$14K	﹤0.01%	564
2026 Q1	$21.1K	Sell	202 -2,254	-92%	-$268K	0.01%	463
2025 Q4	$303K	Sell	2,456 -1,986	-45%	-$268K	0.08%	141
2025 Q3	$692K	Sell	4,442 -310	-7%	-$44.5K	0.19%	74
2025 Q2	$583K	Buy	4,752 +829	+21%	+$101K	0.17%	86
2025 Q1	$473K	Buy	3,923 +1,706	+77%	+$218K	0.15%	95
2024 Q4	$287K	Buy	+2,217	New	+$284K	0.09%	142
2018 Q4	–	Sell	-540	Closed	-$41K	–	256
2018 Q3	$41K	Buy	+540	New	+$41.3K	0.02%	395

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

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

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

KTF Investments Seal Beach, California $989M AUM

Royce & Associates New York $12.4B AUM 64.17% 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

Measured Wealth Private Client Group's DORM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Dorman Products (DORM) stake by 58% in Q2 2026, selling an estimated $14K and leaving 84 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Measured Wealth Private Client Group first reported a position in DORM in Q3 2018 and has held it in 8 quarters since. The position peaked at $692K in Q3 2025. 329 funds tracked by Wall St. Rank hold DORM as of Q2 2026.

Measured Wealth Private Client Group held 84 shares of Dorman Products worth $11.5K as of Q2 2026.
Measured Wealth Private Client Group sold 118 Dorman Products shares in Q2 2026, an estimated $14K.
Dorman Products made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #564 holding.
Measured Wealth Private Client Group first reported a position in Dorman Products in Q3 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Dorman Products position peaked at $692K in Q3 2025.
329 funds tracked by Wall St. Rank held Dorman Products as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.