Mission Wealth Management
ORA icon

Mission Wealth Management’s Ormat Technologies ORA Stock Holding History

Mission 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
Q3 		$653K Sell
7,136
-771
-10% -$79.6K 0.01% 471
2026
Q2 		$861K Sell
7,907
-71
-0.9% -$8.8K 0.01% 521
2026
Q1 		$893K Sell
7,978
-243
-3% -$28.2K 0.02% 343
2025
Q4 		$908K Sell
8,221
-494
-6% -$54K 0.02% 355
2025
Q3 		$839K Sell
8,715
-314
-3% -$28.3K 0.02% 372
2025
Q2 		$756K Sell
9,029
-369
-4% -$27.6K 0.02% 381
2025
Q1 		$665K Buy
9,398
+439
+5% +$29.7K 0.02% 389
2024
Q4 		$607K Sell
8,959
-2,719
-23% -$210K 0.01% 386
2024
Q3 		$898K Sell
11,678
-145
-1% -$10.8K 0.02% 315
2024
Q2 		$848K Sell
11,823
-172
-1% -$11.9K 0.02% 313
2024
Q1 		$794K Buy
11,995
+616
+5% +$41.1K 0.02% 340
2023
Q4 		$862K Buy
11,379
+408
+4% +$27.7K 0.03% 269
2023
Q3 		$767K Sell
10,971
-122
-1% -$9.46K 0.03% 265
2023
Q2 		$893K Buy
11,093
+147
+1% +$12.5K 0.03% 242
2023
Q1 		$928K Buy
10,946
+225
+2% +$19.7K 0.04% 227
2022
Q4 		$927K Buy
10,721
+196
+2% +$17.6K 0.04% 215
2022
Q3 		$907K Sell
10,525
-450
-4% -$40.1K 0.05% 199
2022
Q2 		$860K Buy
10,975
+1,319
+14% +$104K 0.05% 217
2022
Q1 		$790K Buy
9,656
+1,494
+18% +$109K 0.04% 235
2021
Q4 		$647K Sell
8,162
-127
-2% -$9.6K 0.03% 259
2021
Q3 		$552K Buy
8,289
+1,460
+21% +$101K 0.03% 272
2021
Q2 		$475K Sell
6,829
-29
-0.4% -$2.06K 0.03% 292
2021
Q1 		$539K Buy
6,858
+186
+3% +$18.4K 0.03% 247
2020
Q4 		$602K Buy
6,672
+2,689
+68% +$204K 0.04% 197
2020
Q3 		$235K Buy
3,983
+453
+13% +$27.3K 0.02% 321
2020
Q2 		$224K Buy
3,530
+283
+9% +$18.5K 0.02% 304
2020
Q1 		$220K Sell
3,247
-51
-2% -$3.85K 0.02% 270
2019
Q4 		$246K Buy
3,298
+297
+10% +$22.5K 0.02% 286
2019
Q3 		$223K Sell
3,001
-350
-10% -$24.1K 0.02% 290
2019
Q2 		$212K Buy
+3,351
New +$199K 0.02% 297

Other funds holding ORA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Global Alpha Capital Management
Global Alpha Capital Management Montreal, Quebec, Canada $1.53B AUM 13.15% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mission Wealth Management's ORA Position: Q3 2026 in Review

Mission Wealth Management reduced its Ormat Technologies (ORA) stake by 9.8% in Q3 2026, selling an estimated $79.6K and leaving 7,136 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #471.

Mission Wealth Management first reported a position in ORA in Q2 2019 and has held it in 30 quarters since. The position peaked at $928K in Q1 2023. 325 funds tracked by Wall St. Rank hold ORA as of Q3 2026.

  • Mission Wealth Management held 7,136 shares of Ormat Technologies worth $653K as of Q3 2026.
  • Mission Wealth Management sold 771 Ormat Technologies shares in Q3 2026, an estimated $79.6K.
  • Ormat Technologies made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #471 holding.
  • Mission Wealth Management first reported a position in Ormat Technologies in Q2 2019 and has held it in 30 quarters since.
  • Mission Wealth Management's Ormat Technologies position peaked at $928K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.