Charles Schwab’s KalVista Pharmaceuticals KALV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.51M | Sell |
323,451
-918
| -0.3% | -$14.8K | ﹤0.01% | 2292 |
|
|
2025
Q4 | $5.24M | Buy |
324,369
+2,402
| +0.7% | +$31.8K | ﹤0.01% | 2431 |
|
|
2025
Q3 | $3.92M | Buy |
321,967
+208,471
| +184% | +$2.88M | ﹤0.01% | 2536 |
|
|
2025
Q2 | $1.28M | Buy |
113,496
+372
| +0.3% | +$4.55K | ﹤0.01% | 2822 |
|
|
2025
Q1 | $1.31M | Buy |
113,124
+12,776
| +13% | +$130K | ﹤0.01% | 2751 |
|
|
2024
Q4 | $850K | Sell |
100,348
-10,372
| -9% | -$107K | ﹤0.01% | 2966 |
|
|
2024
Q3 | $1.28M | Buy |
110,720
+126
| +0.1% | +$1.58K | ﹤0.01% | 2842 |
|
|
2024
Q2 | $1.3M | Buy |
110,594
+32,456
| +42% | +$379K | ﹤0.01% | 2837 |
|
|
2024
Q1 | $927K | Sell |
78,138
-2,313
| -3% | -$30.8K | ﹤0.01% | 2816 |
|
|
2023
Q4 | $986K | Buy |
80,451
+15,297
| +23% | +$139K | ﹤0.01% | 2838 |
|
|
2023
Q3 | $627K | Hold |
65,154
| – | – | ﹤0.01% | 2962 |
|
|
2023
Q2 | $586K | Buy |
65,154
+1,287
| +2% | +$11.9K | ﹤0.01% | 2973 |
|
|
2023
Q1 | $502K | Buy |
63,867
+751
| +1% | +$5.6K | ﹤0.01% | 2948 |
|
|
2022
Q4 | $427K | Hold |
63,116
| – | – | ﹤0.01% | 3042 |
|
|
2022
Q3 | $916K | Buy |
63,116
+217
| +0.3% | +$3.03K | ﹤0.01% | 2815 |
|
|
2022
Q2 | $619K | Buy |
62,899
+4,484
| +8% | +$49.5K | ﹤0.01% | 2985 |
|
|
2022
Q1 | $862K | Buy |
58,415
+1,000
| +2% | +$14.4K | ﹤0.01% | 2908 |
|
|
2021
Q4 | $760K | Buy |
57,415
+5,317
| +10% | +$84.6K | ﹤0.01% | 3016 |
|
|
2021
Q3 | $910K | Buy |
52,098
+3,937
| +8% | +$79.8K | ﹤0.01% | 2907 |
|
|
2021
Q2 | $1.15M | Buy |
48,161
+1,264
| +3% | +$33.1K | ﹤0.01% | 2877 |
|
|
2021
Q1 | $1.21M | Buy |
46,897
+13,310
| +40% | +$350K | ﹤0.01% | 2793 |
|
|
2020
Q4 | $638K | Buy |
33,587
+2,597
| +8% | +$44.5K | ﹤0.01% | 2910 |
|
|
2020
Q3 | $391K | Sell |
30,990
-1,431
| -4% | -$17.9K | ﹤0.01% | 2954 |
|
|
2020
Q2 | $393K | Buy |
32,421
+2,592
| +9% | +$27.6K | ﹤0.01% | 2923 |
|
|
2020
Q1 | $229K | Hold |
29,829
| – | – | ﹤0.01% | 2979 |
|
|
2019
Q4 | $532K | Buy |
29,829
+2,536
| +9% | +$33.1K | ﹤0.01% | 2799 |
|
|
2019
Q3 | $317K | Hold |
27,293
| – | – | ﹤0.01% | 2956 |
|
|
2019
Q2 | $605K | Buy |
+27,293
| New | +$640K | ﹤0.01% | 2735 |
|
|
2016
Q2 | – | Sell |
-1,125
| Closed | -$11K | – | 3123 |
|
|
2016
Q1 | $11K | Hold |
1,125
| – | – | ﹤0.01% | 3052 |
|
|
2015
Q4 | $58K | Hold |
1,125
| – | – | ﹤0.01% | 3066 |
|
|
2015
Q3 | $57K | Hold |
1,125
| – | – | ﹤0.01% | 3064 |
|
|
2015
Q2 | $113K | Buy |
+1,125
| New | +$112K | ﹤0.01% | 3042 |
|
Other funds holding KALV
VA
FLSM
SCM
TCM
SCM
Charles Schwab's KALV Position: Q1 2026 in Review
Charles Schwab reduced its KalVista Pharmaceuticals (KALV) stake by 0.28% in Q1 2026, selling an estimated $14.8K and leaving 323,451 shares worth $6.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2292.
Charles Schwab first reported a position in KALV in Q2 2015 and has held it in 32 quarters since. 183 funds tracked by Wall St. Rank hold KALV as of Q1 2026.
- Charles Schwab held 323,451 shares of KalVista Pharmaceuticals worth $6.51M as of Q1 2026.
- Charles Schwab sold 918 KalVista Pharmaceuticals shares in Q1 2026, an estimated $14.8K.
- KalVista Pharmaceuticals made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2292 holding.
- Charles Schwab first reported a position in KalVista Pharmaceuticals in Q2 2015 and has held it in 32 quarters since.
- 183 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.