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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
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% -$9.59K 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 $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

Mission Wealth Management's ORA Position: Q1 2026 in Review

Mission Wealth Management reduced its Ormat Technologies (ORA) stake by 3% in Q1 2026, selling an estimated $28.2K and leaving 7,978 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #343.

Mission Wealth Management first reported a position in ORA in Q2 2019 and has held it in 28 quarters since. The position peaked at $928K in Q1 2023. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Mission Wealth Management held 7,978 shares of Ormat Technologies worth $893K as of Q1 2026.
  • Mission Wealth Management sold 243 Ormat Technologies shares in Q1 2026, an estimated $28.2K.
  • Ormat Technologies made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #343 holding.
  • Mission Wealth Management first reported a position in Ormat Technologies in Q2 2019 and has held it in 28 quarters since.
  • Mission Wealth Management's Ormat Technologies position peaked at $928K in Q1 2023.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.