Integrated Wealth Concepts’s Ormat Technologies ORA Stock Holding History

Integrated Wealth Concepts’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	$134K	Buy	+1,227	New	+$152K	﹤0.01%	2597

Other funds holding ORA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Integrated Wealth Concepts's ORA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ormat Technologies (ORA) in Q2 2026: 1,227 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #2597 among its holdings.

434 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

Integrated Wealth Concepts held 1,227 shares of Ormat Technologies worth $134K as of Q2 2026.
Ormat Technologies was a new Integrated Wealth Concepts position in Q2 2026.
Ormat Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2597 holding.
434 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.