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Mount Yale Investment Advisors’s Dorman Products DORM Stock Holding History

Mount Yale Investment Advisors’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
-893
Closed -$110K – 905
2025
Q2 		$110K Buy
+893
New +$109K 0.01% 635

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State Street
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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

Mount Yale Investment Advisors's DORM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Dorman Products (DORM) in Q3 2025, closing a stake of 893 shares — an estimated $110K sold.

Mount Yale Investment Advisors first reported a position in DORM in Q2 2025 and held it in 1 quarter. The position peaked at $110K in Q2 2025. 345 funds tracked by Wall St. Rank hold DORM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Dorman Products position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 893 Dorman Products shares in Q3 2025, an estimated $110K.
  • Mount Yale Investment Advisors first reported a position in Dorman Products in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Dorman Products position peaked at $110K in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Dorman Products as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.