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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
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 $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

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

Modern Wealth Management sold out of Ormat Technologies (ORA) in Q1 2026, closing a stake of 1,873 shares — an estimated $207K sold.

Modern Wealth Management first reported a position in ORA in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Modern Wealth Management reported no remaining Ormat Technologies position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 1,873 Ormat Technologies shares in Q1 2026, an estimated $207K.
  • Modern Wealth Management first reported a position in Ormat Technologies in Q3 2025 and held it in 2 quarters.
  • Modern Wealth Management's Ormat Technologies position peaked at $244K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.