Perigon Wealth Management’s Ormat Technologies ORA Stock Holding History

Perigon 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	$550K	Sell	5,047 -307	-6%	-$38K	0.01%	842
2026 Q1	$599K	Sell	5,354 -252	-4%	-$29.2K	0.01%	719
2025 Q4	$619K	Buy	5,606 +2,048	+58%	+$224K	0.01%	694
2025 Q3	$342K	Sell	3,558 -213	-6%	-$19.2K	0.01%	893
2025 Q2	$316K	Buy	3,771 +331	+10%	+$24.7K	0.01%	827
2025 Q1	$243K	Buy	3,440 +278	+9%	+$18.8K	0.01%	888
2024 Q4	$214K	Buy	3,162 +446	+16%	+$34.5K	0.01%	952
2024 Q3	$209K	Buy	+2,716	New	+$201K	0.01%	925
2021 Q1	–	Sell	-360	Closed	-$33K	–	868
2020 Q4	$33K	Buy	+360	New	+$27.3K	﹤0.01%	873

Other funds holding ORA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

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

Perigon Wealth Management reduced its Ormat Technologies (ORA) stake by 5.7% in Q2 2026, selling an estimated $38K and leaving 5,047 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #842.

Perigon Wealth Management first reported a position in ORA in Q4 2020 and has held it in 9 quarters since. The position peaked at $619K in Q4 2025. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

Perigon Wealth Management held 5,047 shares of Ormat Technologies worth $550K as of Q2 2026.
Perigon Wealth Management sold 307 Ormat Technologies shares in Q2 2026, an estimated $38K.
Ormat Technologies made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #842 holding.
Perigon Wealth Management first reported a position in Ormat Technologies in Q4 2020 and has held it in 9 quarters since.
Perigon Wealth Management's Ormat Technologies position peaked at $619K in Q4 2025.
436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.