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Root Financial Partners’s Ormat Technologies ORA Stock Holding History

Root Financial Partners’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 		$49.1K Buy
439
+187
+74% +$21.7K ﹤0.01% 885
2025
Q4 		$27.8K Buy
252
+36
+17% +$3.94K ﹤0.01% 994
2025
Q3 		$20.8K Buy
+216
New +$19.5K ﹤0.01% 1104

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

Root Financial Partners's ORA Position: Q1 2026 in Review

Root Financial Partners increased its Ormat Technologies (ORA) stake by 74% in Q1 2026, buying an estimated $21.7K and bringing the position to 439 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Root Financial Partners first reported a position in ORA in Q3 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Root Financial Partners held 439 shares of Ormat Technologies worth $49.1K as of Q1 2026.
  • Root Financial Partners bought 187 Ormat Technologies shares in Q1 2026, an estimated $21.7K.
  • Ormat Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #885 holding.
  • Root Financial Partners first reported a position in Ormat Technologies in Q3 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.