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Pinnacle Wealth Planning Services’s Dorman Products DORM Stock Holding History

Pinnacle Wealth Planning Services’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 		$55.8K Buy
409
+296
+262% +$35.1K 0.01% 1193
2026
Q1 		$11.8K Sell
113
-522
-82% -$62.2K ﹤0.01% 1942
2025
Q4 		$78.2K Buy
+635
New +$85.7K 0.01% 924
2021
Q1 		– Sell
-253
Closed -$22K – 784
2020
Q4 		$22K Buy
+253
New +$23.4K 0.01% 1116

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

Pinnacle Wealth Planning Services's DORM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dorman Products (DORM) stake by 262% in Q2 2026, buying an estimated $35.1K and bringing the position to 409 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #1193.

Pinnacle Wealth Planning Services first reported a position in DORM in Q4 2020 and has held it in 4 quarters since. The position peaked at $78.2K in Q4 2025. 329 funds tracked by Wall St. Rank hold DORM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 409 shares of Dorman Products worth $55.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 296 Dorman Products shares in Q2 2026, an estimated $35.1K.
  • Dorman Products made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1193 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dorman Products in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Dorman Products position peaked at $78.2K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Dorman Products as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.