JWA
ORA icon

JFS Wealth Advisors’s Ormat Technologies ORA Stock Holding History

JFS Wealth 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 		$6.53K Hold
60
– – ﹤0.01% 1175
2026
Q1 		$6.72K Buy
60
+1
+2% +$116 ﹤0.01% 1093
2025
Q4 		$6.52K Buy
59
+17
+40% +$1.86K ﹤0.01% 1133
2025
Q3 		$4.04K Hold
42
– – ﹤0.01% 1201
2025
Q2 		$3.52K Buy
42
+7
+20% +$523 ﹤0.01% 1210
2025
Q1 		$2.48K Sell
35
-2
-5% -$135 ﹤0.01% 1390
2024
Q4 		$2.51K Sell
37
-1
-3% -$77 ﹤0.01% 1385
2024
Q3 		$2.92K Buy
38
+13
+52% +$964 ﹤0.01% 1330
2024
Q2 		$1.79K Hold
25
– – ﹤0.01% 1474
2024
Q1 		$1.66K Hold
25
– – ﹤0.01% 1513
2023
Q4 		$1.9K Sell
25
-15
-38% -$1.02K ﹤0.01% 1465
2023
Q3 		$2.8K Sell
40
-8
-17% -$620 ﹤0.01% 1230
2023
Q2 		$3.86K Sell
48
-1
-2% -$85 ﹤0.01% 1121
2023
Q1 		$4.15K Sell
49
-4
-8% -$351 ﹤0.01% 1069
2022
Q4 		$4.58K Sell
53
-3
-5% -$269 ﹤0.01% 1023
2022
Q3 		$5K Sell
56
-2
-3% -$178 ﹤0.01% 997
2022
Q2 		$5K Buy
58
+22
+61% +$1.74K ﹤0.01% 1001
2022
Q1 		$3K Buy
36
+22
+157% +$1.61K ﹤0.01% 1290
2021
Q4 		$1K Buy
+14
New +$1.06K ﹤0.01% 1496

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's ORA Position: Q2 2026 in Review

JFS Wealth Advisors held its Ormat Technologies (ORA) position steady in Q2 2026 at 60 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

JFS Wealth Advisors first reported a position in ORA in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.72K in Q1 2026. 431 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • JFS Wealth Advisors held 60 shares of Ormat Technologies worth $6.53K as of Q2 2026.
  • JFS Wealth Advisors left its Ormat Technologies share count unchanged in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1175 holding.
  • JFS Wealth Advisors first reported a position in Ormat Technologies in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Ormat Technologies position peaked at $6.72K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.