PWPS
DORM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's DORM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Dorman Products (DORM) stake by 82% in Q1 2026, selling an estimated $62.2K and leaving 113 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Pinnacle Wealth Planning Services first reported a position in DORM in Q4 2020 and has held it in 3 quarters since. The position peaked at $78.2K in Q4 2025. 318 funds tracked by Wall St. Rank hold DORM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 113 shares of Dorman Products worth $11.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 522 Dorman Products shares in Q1 2026, an estimated $62.2K.
  • Dorman Products made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1942 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dorman Products in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Dorman Products position peaked at $78.2K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Dorman Products as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.