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VSM Wealth Advisory’s Ormat Technologies ORA Stock Holding History

VSM Wealth Advisory’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 		$33.5K Hold
308
– – 0.01% 255
2026
Q1 		$34.5K Hold
308
– – 0.01% 244
2025
Q4 		$34K Hold
308
– – 0.01% 231
2025
Q3 		$29.7K Hold
308
– – 0.01% 239
2025
Q2 		$25.8K Hold
308
– – 0.01% 279
2025
Q1 		$21.8K Hold
308
– – 0.01% 271
2024
Q4 		$20.9K Buy
+308
New +$23.8K 0.01% 270

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
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

VSM Wealth Advisory's ORA Position: Q2 2026 in Review

VSM Wealth Advisory held its Ormat Technologies (ORA) position steady in Q2 2026 at 308 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #255.

VSM Wealth Advisory first reported a position in ORA in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.5K in Q1 2026. 431 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • VSM Wealth Advisory held 308 shares of Ormat Technologies worth $33.5K as of Q2 2026.
  • VSM Wealth Advisory left its Ormat Technologies share count unchanged in Q2 2026.
  • Ormat Technologies made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #255 holding.
  • VSM Wealth Advisory first reported a position in Ormat Technologies in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Ormat Technologies position peaked at $34.5K in Q1 2026.
  • 431 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.