PWA
ORA icon

Physician Wealth Advisors’s Ormat Technologies ORA Stock Holding History

Physician Wealth Advisors’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
2025
Q3 		– Sell
-10
Closed -$838 – 2002
2025
Q2 		$838 Sell
10
-2
-17% -$150 ﹤0.01% 1534
2025
Q1 		$850 Buy
+12
New +$813 ﹤0.01% 1200

Other funds holding ORA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Physician Wealth Advisors's ORA Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Ormat Technologies (ORA) in Q3 2025, closing a stake of 10 shares — an estimated $838 sold.

Physician Wealth Advisors first reported a position in ORA in Q1 2025 and held it in 2 quarters. The position peaked at $850 in Q1 2025. 347 funds tracked by Wall St. Rank hold ORA as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Ormat Technologies position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Ormat Technologies shares in Q3 2025, an estimated $838.
  • Physician Wealth Advisors first reported a position in Ormat Technologies in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Ormat Technologies position peaked at $850 in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.