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JFS Wealth Advisors’s Dorman Products DORM Stock Holding History

JFS 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 		$4.09K Buy
30
+5
+20% +$592 ﹤0.01% 1354
2026
Q1 		$2.61K Sell
25
-4
-14% -$476 ﹤0.01% 1429
2025
Q4 		$3.57K Buy
29
+9
+45% +$1.22K ﹤0.01% 1369
2025
Q3 		$3.12K Hold
20
– – ﹤0.01% 1305
2025
Q2 		$2.45K Sell
20
-3
-13% -$365 ﹤0.01% 1342
2025
Q1 		$2.77K Hold
23
– – ﹤0.01% 1345
2024
Q4 		$2.98K Buy
23
+3
+15% +$384 ﹤0.01% 1319
2024
Q3 		$2.26K Buy
20
+1
+5% +$105 ﹤0.01% 1428
2024
Q2 		$1.74K Hold
19
– – ﹤0.01% 1492
2024
Q1 		$1.83K Buy
19
+12
+171% +$1.03K ﹤0.01% 1481
2023
Q4 		$584 Sell
7
-7
-50% -$523 ﹤0.01% 1772
2023
Q3 		$1.06K Sell
14
-7
-33% -$569 ﹤0.01% 1581
2023
Q2 		$1.66K Sell
21
-12
-36% -$1.01K ﹤0.01% 1456
2023
Q1 		$2.85K Buy
33
+9
+38% +$801 ﹤0.01% 1223
2022
Q4 		$1.94K Hold
24
– – ﹤0.01% 1384
2022
Q3 		$2K Sell
24
-11
-31% -$1.08K ﹤0.01% 1305
2022
Q2 		$4K Sell
35
-5
-13% -$495 ﹤0.01% 1062
2022
Q1 		$4K Buy
40
+33
+471% +$3.2K ﹤0.01% 1126
2021
Q4 		$1K Buy
+7
New +$760 ﹤0.01% 1327
2016
Q4 		– Sell
-1,575
Closed -$101K – 455
2016
Q3 		$101K Hold
1,575
– – 0.03% 176
2016
Q2 		$90K Hold
1,575
– – 0.02% 210
2016
Q1 		$86K Hold
1,575
– – 0.03% 187
2015
Q4 		$75K Buy
+1,575
New +$76.8K 0.02% 205

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 $3.37T AUM 44.26% 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

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

JFS Wealth Advisors increased its Dorman Products (DORM) stake by 20% in Q2 2026, buying an estimated $592 and bringing the position to 30 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

JFS Wealth Advisors first reported a position in DORM in Q4 2015 and has held it in 23 quarters since. The position peaked at $101K in Q3 2016. 327 funds tracked by Wall St. Rank hold DORM as of Q2 2026.

  • JFS Wealth Advisors held 30 shares of Dorman Products worth $4.09K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Dorman Products shares in Q2 2026, an estimated $592.
  • Dorman Products made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1354 holding.
  • JFS Wealth Advisors first reported a position in Dorman Products in Q4 2015 and has held it in 23 quarters since.
  • JFS Wealth Advisors's Dorman Products position peaked at $101K in Q3 2016.
  • 327 funds tracked by Wall St. Rank held Dorman Products as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.