Carson Wealth (CWM LLC)
KALV

Carson Wealth (CWM LLC)’s KalVista Pharmaceuticals KALV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.1K Buy
901
+242
+37% +$3.9K ﹤0.01% 4472
2025
Q4 		$11K Sell
659
-1,163
-64% -$15.4K ﹤0.01% 4501
2025
Q3 		$22K Sell
1,822
-1,805
-50% -$24.9K ﹤0.01% 4070
2025
Q2 		$41K Sell
3,627
-958
-21% -$11.7K ﹤0.01% 3433
2025
Q1 		$53K Buy
4,585
+4,549
+12,636% +$46.4K ﹤0.01% 2934
2024
Q4 		$0 Buy
36
+15
+71% +$155 ﹤0.01% 5034
2024
Q3 		$0 Sell
21
-9
-30% -$113 ﹤0.01% 4982
2024
Q2 		$0 Buy
+30
New +$350 ﹤0.01% 4753
2022
Q2 		– Sell
-11
Closed – – 3945
2022
Q1 		$0 Buy
+11
New +$158 ﹤0.01% 3694

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KALV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its KalVista Pharmaceuticals (KALV) stake by 37% in Q1 2026, buying an estimated $3.9K and bringing the position to 901 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4472.

Carson Wealth (CWM LLC) first reported a position in KALV in Q1 2022 and has held it in 9 quarters since. The position peaked at $53K in Q1 2025. 183 funds tracked by Wall St. Rank hold KALV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 901 shares of KalVista Pharmaceuticals worth $18.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 242 KalVista Pharmaceuticals shares in Q1 2026, an estimated $3.9K.
  • KalVista Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4472 holding.
  • Carson Wealth (CWM LLC) first reported a position in KalVista Pharmaceuticals in Q1 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s KalVista Pharmaceuticals position peaked at $53K in Q1 2025.
  • 183 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.