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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's ORA Position: Q1 2026 in Review

SHP Wealth Management held its Ormat Technologies (ORA) position steady in Q1 2026 at 27 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

SHP Wealth Management first reported a position in ORA in Q4 2025 and has held it in 2 quarters since. 414 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • SHP Wealth Management held 27 shares of Ormat Technologies worth $3.02K as of Q1 2026.
  • SHP Wealth Management left its Ormat Technologies share count unchanged in Q1 2026.
  • Ormat Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1187 holding.
  • SHP Wealth Management first reported a position in Ormat Technologies in Q4 2025 and has held it in 2 quarters since.
  • 414 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.