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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
Q2 		$1.64K Hold
12
– – ﹤0.01% 466
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 $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

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

Provenance Wealth Advisors held its Dorman Products (DORM) position steady in Q2 2026 at 12 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Provenance Wealth Advisors first reported a position in DORM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87K in Q3 2025. 329 funds tracked by Wall St. Rank hold DORM as of Q2 2026.

  • Provenance Wealth Advisors held 12 shares of Dorman Products worth $1.64K as of Q2 2026.
  • Provenance Wealth Advisors left its Dorman Products share count unchanged in Q2 2026.
  • Dorman Products made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #466 holding.
  • Provenance Wealth Advisors first reported a position in Dorman Products in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Dorman Products position peaked at $1.87K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Dorman Products as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.