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Principia Wealth Advisory’s Ormat Technologies ORA Stock Holding History

Principia Wealth Advisory’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 		$218 Hold
2
– – ﹤0.01% 989
2026
Q1 		$224 Hold
2
– – ﹤0.01% 950
2025
Q4 		$221 Sell
2
-1
-33% -$109 ﹤0.01% 918
2025
Q3 		$289 Buy
+3
New +$271 ﹤0.01% 863

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

Principia Wealth Advisory's ORA Position: Q2 2026 in Review

Principia Wealth Advisory held its Ormat Technologies (ORA) position steady in Q2 2026 at 2 shares worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Principia Wealth Advisory first reported a position in ORA in Q3 2025 and has held it in 4 quarters since. The position peaked at $289 in Q3 2025. 434 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Ormat Technologies worth $218 as of Q2 2026.
  • Principia Wealth Advisory left its Ormat Technologies share count unchanged in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #989 holding.
  • Principia Wealth Advisory first reported a position in Ormat Technologies in Q3 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Ormat Technologies position peaked at $289 in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.