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Avantax Advisory Services’s Dorman Products DORM Stock Holding History

Avantax Advisory Services’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
Q2 		$771K Buy
6,283
+310
+5% +$37.7K ﹤0.01% 1323
2025
Q1 		$720K Sell
5,973
-646
-10% -$82.4K ﹤0.01% 1280
2024
Q4 		$857K Buy
6,619
+63
+1% +$8.07K 0.01% 1115
2024
Q3 		$742K Sell
6,556
-1,021
-13% -$107K ﹤0.01% 1174
2024
Q2 		$693K Buy
+7,577
New +$694K ﹤0.01% 1169

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Avantax Advisory Services's DORM Position: Q2 2025 in Review

Avantax Advisory Services increased its Dorman Products (DORM) stake by 5.2% in Q2 2025, buying an estimated $37.7K and bringing the position to 6,283 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Avantax Advisory Services first reported a position in DORM in Q2 2024 and has held it in 5 quarters since. The position peaked at $857K in Q4 2024. 340 funds tracked by Wall St. Rank hold DORM as of Q2 2025.

  • Avantax Advisory Services held 6,283 shares of Dorman Products worth $771K as of Q2 2025.
  • Avantax Advisory Services bought 310 Dorman Products shares in Q2 2025, an estimated $37.7K.
  • Dorman Products made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1323 holding.
  • Avantax Advisory Services first reported a position in Dorman Products in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Dorman Products position peaked at $857K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Dorman Products as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.