EWA
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EverSource Wealth Advisors’s Dorman Products DORM Stock Holding History

EverSource Wealth 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
2026
Q2 		$9.41K Sell
69
-148
-68% -$17.5K ﹤0.01% 2945
2026
Q1 		$22.6K Sell
217
-15
-6% -$1.79K ﹤0.01% 2430
2025
Q4 		$28.6K Sell
232
-118
-34% -$15.9K ﹤0.01% 2146
2025
Q3 		$54.6K Buy
350
+114
+48% +$16.4K ﹤0.01% 1647
2025
Q2 		$28.9K Buy
236
+202
+594% +$24.6K ﹤0.01% 2003
2025
Q1 		$4.1K Buy
34
+13
+62% +$1.66K ﹤0.01% 2590
2024
Q4 		$2.72K Hold
21
– – ﹤0.01% 2594
2024
Q3 		$2.38K Hold
21
– – ﹤0.01% 2491
2024
Q2 		$2.13K Hold
21
– – ﹤0.01% 2532
2024
Q1 		$1.84K Hold
21
– – ﹤0.01% 2415
2023
Q4 		$1.75K Hold
21
– – ﹤0.01% 2205
2023
Q3 		$1.59K Hold
21
– – ﹤0.01% 2079
2023
Q2 		$1.66K Hold
21
– – ﹤0.01% 2082
2023
Q1 		$1.81K Hold
21
– – ﹤0.01% 1960
2022
Q4 		$1.7K Hold
21
– – ﹤0.01% 1960
2022
Q3 		$2K Buy
+21
New +$2.07K ﹤0.01% 1655

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KI
KTF Investments Seal Beach, California $989M AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's DORM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dorman Products (DORM) stake by 68% in Q2 2026, selling an estimated $17.5K and leaving 69 shares worth $9.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

EverSource Wealth Advisors first reported a position in DORM in Q3 2022 and has held it in 16 quarters since. The position peaked at $54.6K in Q3 2025. 329 funds tracked by Wall St. Rank hold DORM as of Q2 2026.

  • EverSource Wealth Advisors held 69 shares of Dorman Products worth $9.41K as of Q2 2026.
  • EverSource Wealth Advisors sold 148 Dorman Products shares in Q2 2026, an estimated $17.5K.
  • Dorman Products made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2945 holding.
  • EverSource Wealth Advisors first reported a position in Dorman Products in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Dorman Products position peaked at $54.6K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Dorman Products as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.