Clearstead Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Clearstead 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	-48	Closed	-$972	–	3696
2026 Q1	$972	Buy	48 +10	+26%	+$161	﹤0.01%	2047
2025 Q4	$618	Buy	+38	New	+$503	﹤0.01%	2288

Other funds holding KALV

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

Clearstead Advisors's KALV Position: Q2 2026 in Review

Clearstead Advisors sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 48 shares — an estimated $972 sold.

Clearstead Advisors first reported a position in KALV in Q4 2025 and held it in 2 quarters. The position peaked at $972 in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Clearstead Advisors reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 48 KalVista Pharmaceuticals shares in Q2 2026, an estimated $972.
Clearstead Advisors first reported a position in KalVista Pharmaceuticals in Q4 2025 and held it in 2 quarters.
Clearstead Advisors's KalVista Pharmaceuticals position peaked at $972 in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.