Creative Planning’s KalVista Pharmaceuticals KALV Stock Holding History

Creative Planning’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	$1.21M	Buy	59,986 +15,904	+36%	+$256K	﹤0.01%	2305
2025 Q4	$712K	Buy	44,082 +6,050	+16%	+$80.1K	﹤0.01%	2555
2025 Q3	$463K	Buy	38,032 +4,652	+14%	+$64.3K	﹤0.01%	2789
2025 Q2	$377K	Buy	33,380 +5,573	+20%	+$68.1K	﹤0.01%	2704
2025 Q1	$321K	Buy	27,807 +27,694	+24,508%	+$283K	﹤0.01%	2691
2024 Q4	$957	Buy	+113	New	+$1.17K	﹤0.01%	3522
2017 Q1	–	Sell	-142	Closed	-$1K	–	4788
2016 Q4	$1K	Buy	+142	New	+$1.05K	﹤0.01%	4446

Other funds holding KALV

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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's KALV Position: Q1 2026 in Review

Creative Planning increased its KalVista Pharmaceuticals (KALV) stake by 36% in Q1 2026, buying an estimated $256K and bringing the position to 59,986 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Creative Planning first reported a position in KALV in Q4 2016 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold KALV as of Q1 2026.

Creative Planning held 59,986 shares of KalVista Pharmaceuticals worth $1.21M as of Q1 2026.
Creative Planning bought 15,904 KalVista Pharmaceuticals shares in Q1 2026, an estimated $256K.
KalVista Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2305 holding.
Creative Planning first reported a position in KalVista Pharmaceuticals in Q4 2016 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.