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SHP Wealth Management’s Ormat Technologies ORA Stock Holding History

SHP Wealth Management’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 		$2.94K Hold
27
– – ﹤0.01% 1288
2026
Q1 		$3.02K Hold
27
– – ﹤0.01% 1187
2025
Q4 		$2.98K Buy
+27
New +$2.95K ﹤0.01% 1067

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ORA Position: Q2 2026 in Review

SHP Wealth Management held its Ormat Technologies (ORA) position steady in Q2 2026 at 27 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

SHP Wealth Management first reported a position in ORA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02K in Q1 2026. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • SHP Wealth Management held 27 shares of Ormat Technologies worth $2.94K as of Q2 2026.
  • SHP Wealth Management left its Ormat Technologies share count unchanged in Q2 2026.
  • Ormat Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1288 holding.
  • SHP Wealth Management first reported a position in Ormat Technologies in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Ormat Technologies position peaked at $3.02K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.