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Institute for Wealth Management’s Ormat Technologies ORA Stock Holding History

Institute for Wealth 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
Q2 		$4.25K Buy
+39
New +$4.83K ﹤0.01% 1476
2024
Q4 		– Sell
-3,389
Closed -$261K – 552
2024
Q3 		$261K Buy
+3,389
New +$251K 0.03% 452

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
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

Institute for Wealth Management's ORA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ormat Technologies (ORA) in Q2 2026: 39 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ORA as recently as Q3 2024.

Institute for Wealth Management first reported a position in ORA in Q3 2024 and has held it in 2 quarters since. The position peaked at $261K in Q3 2024. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Institute for Wealth Management held 39 shares of Ormat Technologies worth $4.25K as of Q2 2026.
  • Ormat Technologies was a new Institute for Wealth Management position in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1476 holding.
  • Institute for Wealth Management first reported a position in Ormat Technologies in Q3 2024 and has held it in 2 quarters since.
  • Institute for Wealth Management's Ormat Technologies position peaked at $261K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.