PWA
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Provenance Wealth Advisors’s Dorman Products DORM Stock Holding History

Provenance 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
Q1 		$1.25K Hold
12
– – ﹤0.01% 388
2025
Q4 		$1.48K Hold
12
– – ﹤0.01% 392
2025
Q3 		$1.87K Hold
12
– – ﹤0.01% 401
2025
Q2 		$1.47K Hold
12
– – ﹤0.01% 397
2025
Q1 		$1.45K Hold
12
– – ﹤0.01% 434
2024
Q4 		$1.55K Hold
12
– – ﹤0.01% 452
2024
Q3 		$1.36K Hold
12
– – ﹤0.01% 505
2024
Q2 		$1.1K Hold
12
– – ﹤0.01% 435
2024
Q1 		$1.16K Hold
12
– – ﹤0.01% 463
2023
Q4 		$1K Hold
12
– – ﹤0.01% 527
2023
Q3 		$909 Buy
+12
New +$976 ﹤0.01% 415

Other funds holding DORM

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return