IWC
DORM icon

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 $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 $1.89T AUM 35.08% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Concepts's DORM Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Dorman Products (DORM) in Q3 2025, closing a stake of 3,726 shares — an estimated $457K sold.

Integrated Wealth Concepts first reported a position in DORM in Q2 2023 and held it in 9 quarters. The position peaked at $482K in Q3 2024. 345 funds tracked by Wall St. Rank hold DORM as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Dorman Products position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,726 Dorman Products shares in Q3 2025, an estimated $457K.
  • Integrated Wealth Concepts first reported a position in Dorman Products in Q2 2023 and held it in 9 quarters.
  • Integrated Wealth Concepts's Dorman Products position peaked at $482K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Dorman Products as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.