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Modern Wealth Management’s Ormat Technologies ORA Stock Holding History

Modern 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 		$316K Buy
+2,902
New +$360K ﹤0.01% 867
2026
Q1 		– Sell
-1,873
Closed -$207K – 927
2025
Q4 		$207K Sell
1,873
-663
-26% -$72.5K ﹤0.01% 802
2025
Q3 		$244K Buy
+2,536
New +$229K ﹤0.01% 710

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

Modern Wealth Management's ORA Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Ormat Technologies (ORA) in Q2 2026: 2,902 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in ORA as recently as Q4 2025.

Modern Wealth Management first reported a position in ORA in Q3 2025 and has held it in 3 quarters since. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Modern Wealth Management held 2,902 shares of Ormat Technologies worth $316K as of Q2 2026.
  • Ormat Technologies was a new Modern Wealth Management position in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #867 holding.
  • Modern Wealth Management first reported a position in Ormat Technologies in Q3 2025 and has held it in 3 quarters since.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.