Principal Securities’s Dorman Products DORM Stock Holding History

Principal Securities’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	-5,426	Closed	-$668K	–	1428
2025 Q4	$668K	Buy	5,426 +1,373	+34%	+$185K	0.01%	826
2025 Q3	$632K	Buy	4,053 +3,342	+470%	+$479K	0.01%	824
2025 Q2	$87.2K	Buy	711 +315	+80%	+$38.3K	﹤0.01%	1604
2025 Q1	$51.3K	Hold	396	–	–	﹤0.01%	1752
2024 Q4	$51.3K	Buy	396 +173	+78%	+$22.2K	﹤0.01%	1751
2024 Q3	$25.2K	Buy	223 +29	+15%	+$3.05K	﹤0.01%	2008
2024 Q2	$17.7K	Sell	194 -2	-1%	-$183	﹤0.01%	2119
2024 Q1	$18.9K	Buy	196 +12	+7%	+$1.03K	﹤0.01%	2032
2023 Q4	$15.3K	Buy	+184	New	+$13.7K	﹤0.01%	2067

Other funds holding DORM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return