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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
Q2 		– Sell
-439
Closed -$49.1K – 2316
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
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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

Root Financial Partners's ORA Position: Q2 2026 in Review

Root Financial Partners sold out of Ormat Technologies (ORA) in Q2 2026, closing a stake of 439 shares — an estimated $49.1K sold.

Root Financial Partners first reported a position in ORA in Q3 2025 and held it in 3 quarters. The position peaked at $49.1K in Q1 2026. 435 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Root Financial Partners reported no remaining Ormat Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 439 Ormat Technologies shares in Q2 2026, an estimated $49.1K.
  • Root Financial Partners first reported a position in Ormat Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ormat Technologies position peaked at $49.1K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.