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Waverly Advisors’s Ormat Technologies ORA Stock Holding History

Waverly Advisors’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 		$3.35M Sell
30,748
-1,234
-4% -$153K 0.02% 566
2026
Q1 		$3.58M Sell
31,982
-735
-2% -$85.3K 0.03% 498
2025
Q4 		$3.61M Buy
+32,717
New +$3.58M 0.03% 450

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

Waverly Advisors's ORA Position: Q2 2026 in Review

Waverly Advisors reduced its Ormat Technologies (ORA) stake by 3.9% in Q2 2026, selling an estimated $153K and leaving 30,748 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #566.

Waverly Advisors first reported a position in ORA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.61M in Q4 2025. 434 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Waverly Advisors held 30,748 shares of Ormat Technologies worth $3.35M as of Q2 2026.
  • Waverly Advisors sold 1,234 Ormat Technologies shares in Q2 2026, an estimated $153K.
  • Ormat Technologies made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #566 holding.
  • Waverly Advisors first reported a position in Ormat Technologies in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Ormat Technologies position peaked at $3.61M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.