DT
KALV

Diversified Trust’s KalVista Pharmaceuticals KALV Stock Holding History

Diversified Trust’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
-10,870
Closed -$219K – 1164
2026
Q1 		$219K Hold
10,870
– – ﹤0.01% 950
2025
Q4 		$176K Buy
+10,870
New +$144K ﹤0.01% 983

Other funds holding KALV

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

Diversified Trust's KALV Position: Q2 2026 in Review

Diversified Trust sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 10,870 shares — an estimated $219K sold.

Diversified Trust first reported a position in KALV in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

  • Diversified Trust reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 10,870 KalVista Pharmaceuticals shares in Q2 2026, an estimated $219K.
  • Diversified Trust first reported a position in KalVista Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • Diversified Trust's KalVista Pharmaceuticals position peaked at $219K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.