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Forum Financial Management’s Ormat Technologies ORA Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,529
Closed -$279K – 783
2025
Q4 		$279K Buy
2,529
+4
+0.2% +$438 ﹤0.01% 784
2025
Q3 		$243K Buy
+2,525
New +$228K ﹤0.01% 853

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Forum Financial Management's ORA Position: Q1 2026 in Review

Forum Financial Management sold out of Ormat Technologies (ORA) in Q1 2026, closing a stake of 2,529 shares — an estimated $279K sold.

Forum Financial Management first reported a position in ORA in Q3 2025 and held it in 2 quarters. The position peaked at $279K in Q4 2025. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Forum Financial Management reported no remaining Ormat Technologies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,529 Ormat Technologies shares in Q1 2026, an estimated $279K.
  • Forum Financial Management first reported a position in Ormat Technologies in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Ormat Technologies position peaked at $279K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.