Innova Wealth Partners’s Dorman Products DORM Stock Holding History

Innova Wealth Partners’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 Q1	–	Sell	-1,840	Closed	-$238K	–	101
2024 Q4	$238K	Buy	+1,840	New	+$236K	0.15%	79
2024 Q3	–	Sell	-2,540	Closed	-$232K	–	93
2024 Q2	$232K	Hold	2,540	–	–	0.17%	72
2024 Q1	$245K	Sell	2,540 -200	-7%	-$17.2K	0.19%	65
2023 Q4	$229K	Hold	2,740	–	–	0.2%	61
2023 Q3	$208K	Hold	2,740	–	–	0.19%	54
2023 Q2	$216K	Hold	2,740	–	–	0.18%	55
2023 Q1	$236K	Sell	2,740 -350	-11%	-$31.2K	0.21%	42
2022 Q4	$250K	Hold	3,090	–	–	0.22%	48
2022 Q3	$254K	Hold	3,090	–	–	0.23%	39
2022 Q2	$339K	Sell	3,090 -1,315	-30%	-$130K	0.29%	32
2022 Q1	$419K	Sell	4,405 -250	-5%	-$24.2K	0.3%	36
2021 Q4	$526K	Sell	4,655 -510	-10%	-$55.4K	0.37%	34
2021 Q3	$489K	Sell	5,165 -250	-5%	-$24.7K	0.39%	34
2021 Q2	$561K	Sell	5,415 -500	-8%	-$51.3K	0.44%	36
2021 Q1	$607K	Sell	5,915 -685	-10%	-$68.3K	0.52%	33
2020 Q4	$573K	Buy	+6,600	New	+$612K	0.54%	33

Other funds holding DORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Innova Wealth Partners's DORM Position: Q1 2025 in Review

Innova Wealth Partners sold out of Dorman Products (DORM) in Q1 2025, closing a stake of 1,840 shares — an estimated $238K sold.

Innova Wealth Partners first reported a position in DORM in Q4 2020 and held it in 16 quarters. The position peaked at $607K in Q1 2021. 345 funds tracked by Wall St. Rank hold DORM as of Q1 2025.

Innova Wealth Partners reported no remaining Dorman Products position as of Q1 2025 after selling out during the quarter.
Innova Wealth Partners sold 1,840 Dorman Products shares in Q1 2025, an estimated $238K.
Innova Wealth Partners first reported a position in Dorman Products in Q4 2020 and held it in 16 quarters.
Innova Wealth Partners's Dorman Products position peaked at $607K in Q1 2021.
345 funds tracked by Wall St. Rank held Dorman Products as of Q1 2025.

Based on Innova Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.