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Wealthspire Advisors (New York)’s Dorman Products DORM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-481
Closed -$75K – 1512
2025
Q3 		$75K Buy
+481
New +$69K ﹤0.01% 1102
2021
Q2 		– Sell
-2,971
Closed -$305K – 453
2021
Q1 		$305K Buy
2,971
+483
+19% +$48.2K 0.01% 541
2020
Q4 		$216K Buy
+2,488
New +$231K 0.01% 530

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 $1.66T AUM 25.57% 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 $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s DORM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dorman Products (DORM) in Q4 2025, closing a stake of 481 shares — an estimated $75K sold.

Wealthspire Advisors (New York) first reported a position in DORM in Q4 2020 and held it in 3 quarters. The position peaked at $305K in Q1 2021. 347 funds tracked by Wall St. Rank hold DORM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dorman Products position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 481 Dorman Products shares in Q4 2025, an estimated $75K.
  • Wealthspire Advisors (New York) first reported a position in Dorman Products in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Dorman Products position peaked at $305K in Q1 2021.
  • 347 funds tracked by Wall St. Rank held Dorman Products as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.