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Twin Peaks Wealth Advisors’s Dorman Products DORM Stock Holding History

Twin Peaks 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 		– Sell
-45
Closed -$4.7K – 754
2026
Q1 		$4.7K Buy
+45
New +$5.36K ﹤0.01% 1419
2025
Q3 		– Sell
-97
Closed -$14.5K – 674
2025
Q2 		$14.5K Buy
+97
New +$11.8K ﹤0.01% 739

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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

Twin Peaks Wealth Advisors's DORM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dorman Products (DORM) in Q2 2026, closing a stake of 45 shares — an estimated $4.7K sold.

Twin Peaks Wealth Advisors first reported a position in DORM in Q2 2025 and held it in 2 quarters. The position peaked at $14.5K in Q2 2025. 329 funds tracked by Wall St. Rank hold DORM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dorman Products position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 45 Dorman Products shares in Q2 2026, an estimated $4.7K.
  • Twin Peaks Wealth Advisors first reported a position in Dorman Products in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dorman Products position peaked at $14.5K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Dorman Products as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.