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Acumen Wealth Advisors’s Ormat Technologies ORA Stock Holding History

Acumen Wealth Advisors’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.28K Sell
76
-23
-23% -$2.85K ﹤0.01% 352
2026
Q1 		$11.1K Buy
99
+23
+30% +$2.67K ﹤0.01% 292
2025
Q4 		$8.4K Buy
+76
New +$8.31K ﹤0.01% 322

Other funds holding ORA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Acumen Wealth Advisors's ORA Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Ormat Technologies (ORA) stake by 23% in Q2 2026, selling an estimated $2.85K and leaving 76 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Acumen Wealth Advisors first reported a position in ORA in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1K in Q1 2026. 432 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Acumen Wealth Advisors held 76 shares of Ormat Technologies worth $8.28K as of Q2 2026.
  • Acumen Wealth Advisors sold 23 Ormat Technologies shares in Q2 2026, an estimated $2.85K.
  • Ormat Technologies made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #352 holding.
  • Acumen Wealth Advisors first reported a position in Ormat Technologies in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Ormat Technologies position peaked at $11.1K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.