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SageView Advisory Group’s Ormat Technologies ORA Stock Holding History

SageView Advisory Group’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 		– Sell
-324
Closed -$35.8K – 1851
2025
Q4 		$35.8K Buy
+324
New +$35.4K ﹤0.01% 1211

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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 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

SageView Advisory Group's ORA Position: Q1 2026 in Review

SageView Advisory Group sold out of Ormat Technologies (ORA) in Q1 2026, closing a stake of 324 shares — an estimated $35.8K sold.

SageView Advisory Group first reported a position in ORA in Q4 2025 and held it in 1 quarter. The position peaked at $35.8K in Q4 2025. 416 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • SageView Advisory Group reported no remaining Ormat Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 324 Ormat Technologies shares in Q1 2026, an estimated $35.8K.
  • SageView Advisory Group first reported a position in Ormat Technologies in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Ormat Technologies position peaked at $35.8K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.