AssetMark Inc’s Ormat Technologies ORA Stock Holding History

AssetMark Inc’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	$3.27K	Buy	30 +4	+15%	+$496	﹤0.01%	2834
2026 Q1	$2.91K	Buy	26 +6	+30%	+$696	﹤0.01%	2743
2025 Q4	$2.21K	Buy	20 +3	+18%	+$328	﹤0.01%	2749
2025 Q3	$1.64K	Hold	17	–	–	﹤0.01%	2667
2025 Q2	$1.42K	Buy	+17	New	+$1.27K	﹤0.01%	2528
2024 Q4	–	Sell	-5	Closed	-$385	–	2642
2024 Q3	$385	Hold	5	–	–	﹤0.01%	2114
2024 Q2	$359	Buy	+5	New	+$347	﹤0.01%	1957
2021 Q2	–	Sell	-86	Closed	-$7K	–	1484
2021 Q1	$7K	Sell	86 -2	-2%	-$198	﹤0.01%	967
2020 Q4	$8K	Hold	88	–	–	﹤0.01%	961
2020 Q3	$5K	Buy	88 +10	+13%	+$603	﹤0.01%	989
2020 Q2	$5K	Buy	78 +13	+20%	+$851	﹤0.01%	958
2020 Q1	$4K	Buy	65 +27	+71%	+$2.04K	﹤0.01%	1118
2019 Q4	$3K	Hold	38	–	–	﹤0.01%	1190
2019 Q3	$3K	Hold	38	–	–	﹤0.01%	1120
2019 Q2	$2K	Hold	38	–	–	﹤0.01%	1176
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	1182
2018 Q4	$2K	Hold	38	–	–	﹤0.01%	1226
2018 Q3	$2K	Hold	38	–	–	﹤0.01%	1277
2018 Q2	$2K	Hold	38	–	–	﹤0.01%	1275
2018 Q1	$2K	Sell	38 -11	-22%	-$685	﹤0.01%	1277
2017 Q4	$3K	Buy	49 +11	+29%	+$698	﹤0.01%	1365
2017 Q3	$2K	Hold	38	–	–	﹤0.01%	1285
2017 Q2	$2K	Hold	38	–	–	﹤0.01%	1233
2017 Q1	$2K	Hold	38	–	–	﹤0.01%	1150
2016 Q4	$2K	Sell	38 -32	-46%	-$1.55K	﹤0.01%	1150
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	1097
2016 Q2	$3K	Hold	70	–	–	﹤0.01%	1068
2016 Q1	$3K	Sell	70 -12	-15%	-$445	﹤0.01%	1037
2015 Q4	$3K	Buy	+82	New	+$2.99K	﹤0.01%	1047

Other funds holding ORA

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

AssetMark Inc's ORA Position: Q2 2026 in Review

AssetMark Inc increased its Ormat Technologies (ORA) stake by 15% in Q2 2026, buying an estimated $496 and bringing the position to 30 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

AssetMark Inc first reported a position in ORA in Q4 2015 and has held it in 29 quarters since. The position peaked at $8K in Q4 2020. 172 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

AssetMark Inc held 30 shares of Ormat Technologies worth $3.27K as of Q2 2026.
AssetMark Inc bought 4 Ormat Technologies shares in Q2 2026, an estimated $496.
Ormat Technologies made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2834 holding.
AssetMark Inc first reported a position in Ormat Technologies in Q4 2015 and has held it in 29 quarters since.
AssetMark Inc's Ormat Technologies position peaked at $8K in Q4 2020.
172 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.