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American Trust Investment Advisors’s Ormat Technologies ORA Stock Holding History

American Trust Investment 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 		$263K Hold
2,415
– – 0.13% 70
2026
Q1 		$270K Hold
2,415
– – 0.15% 68
2025
Q4 		$267K Hold
2,415
– – 0.14% 66
2025
Q3 		$232K Buy
+2,415
New +$218K 0.12% 71

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 $3.38T AUM 44.17% 1-Year Est. Return
Clal Insurance
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

American Trust Investment Advisors's ORA Position: Q2 2026 in Review

American Trust Investment Advisors held its Ormat Technologies (ORA) position steady in Q2 2026 at 2,415 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #70.

American Trust Investment Advisors first reported a position in ORA in Q3 2025 and has held it in 4 quarters since. The position peaked at $270K in Q1 2026. 438 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • American Trust Investment Advisors held 2,415 shares of Ormat Technologies worth $263K as of Q2 2026.
  • American Trust Investment Advisors left its Ormat Technologies share count unchanged in Q2 2026.
  • Ormat Technologies made up 0.13% of American Trust Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • American Trust Investment Advisors first reported a position in Ormat Technologies in Q3 2025 and has held it in 4 quarters since.
  • American Trust Investment Advisors's Ormat Technologies position peaked at $270K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.