Cerro Pacific Wealth Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Cerro Pacific Wealth Advisors’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 Q2	–	Sell	-10,000	Closed	-$201K	–	172
2026 Q1	$201K	Hold	10,000	–	–	0.05%	157
2025 Q4	$162K	Buy	+10,000	New	+$132K	0.04%	151

Other funds holding KALV

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cerro Pacific Wealth Advisors's KALV Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 10,000 shares — an estimated $201K sold.

Cerro Pacific Wealth Advisors first reported a position in KALV in Q4 2025 and held it in 2 quarters. The position peaked at $201K in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Cerro Pacific Wealth Advisors reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 10,000 KalVista Pharmaceuticals shares in Q2 2026, an estimated $201K.
Cerro Pacific Wealth Advisors first reported a position in KalVista Pharmaceuticals in Q4 2025 and held it in 2 quarters.
Cerro Pacific Wealth Advisors's KalVista Pharmaceuticals position peaked at $201K in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.