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 Q2	–	Sell	-59,986	Closed	-$1.21M	–	4363
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

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

Creative Planning's KALV Position: Q2 2026 in Review

Creative Planning sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 59,986 shares — an estimated $1.21M sold.

Creative Planning first reported a position in KALV in Q4 2016 and held it in 7 quarters. The position peaked at $1.21M in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Creative Planning reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 59,986 KalVista Pharmaceuticals shares in Q2 2026, an estimated $1.21M.
Creative Planning first reported a position in KalVista Pharmaceuticals in Q4 2016 and held it in 7 quarters.
Creative Planning's KalVista Pharmaceuticals position peaked at $1.21M in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.