IWC
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Integrated Wealth Concepts’s Dorman Products DORM Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-3,726
Closed -$457K – 1996
2025
Q2 		$457K Sell
3,726
-29
-0.8% -$3.53K ﹤0.01% 1330
2025
Q1 		$453K Buy
3,755
+468
+14% +$59.7K 0.01% 1186
2024
Q4 		$426K Sell
3,287
-970
-23% -$124K ﹤0.01% 1199
2024
Q3 		$482K Buy
4,257
+349
+9% +$36.7K 0.01% 1101
2024
Q2 		$358K Hold
3,908
– – ﹤0.01% 1218
2024
Q1 		$376K Buy
3,908
+1
+0% +$86 0.01% 1191
2023
Q4 		$326K Sell
3,907
-208
-5% -$15.5K 0.01% 1224
2023
Q3 		$312K Hold
4,115
– – 0.01% 1210
2023
Q2 		$324K Buy
+4,115
New +$347K 0.01% 1191

Other funds holding DORM

BlackRock
BlackRock New York $5.7T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return