SageView Advisory Group’s Dorman Products DORM Stock Holding History

SageView Advisory 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 Q1	–	Sell	-272	Closed	-$33.5K	–	1080
2025 Q4	$33.5K	Buy	+272	New	+$36.7K	﹤0.01%	1242

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 $3.38T AUM 44.17% 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

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

SageView Advisory Group's DORM Position: Q1 2026 in Review

SageView Advisory Group sold out of Dorman Products (DORM) in Q1 2026, closing a stake of 272 shares — an estimated $33.5K sold.

SageView Advisory Group first reported a position in DORM in Q4 2025 and held it in 1 quarter. The position peaked at $33.5K in Q4 2025. 319 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

SageView Advisory Group reported no remaining Dorman Products position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 272 Dorman Products shares in Q1 2026, an estimated $33.5K.
SageView Advisory Group first reported a position in Dorman Products in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Dorman Products position peaked at $33.5K in Q4 2025.
319 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.