EverSource Wealth Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

EverSource Wealth 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	-79	Closed	-$1.59K	–	4484
2026 Q1	$1.59K	Sell	79 -66	-46%	-$1.06K	﹤0.01%	3714
2025 Q4	$2.34K	Sell	145 -316	-69%	-$4.18K	﹤0.01%	3449
2025 Q3	$5.62K	Buy	461 +12	+3%	+$166	﹤0.01%	3107
2025 Q2	$5.08K	Buy	449 +347	+340%	+$4.24K	﹤0.01%	3156
2025 Q1	$1.18K	Buy	102 +81	+386%	+$827	﹤0.01%	3169
2024 Q4	$178	Buy	+21	New	+$217	﹤0.01%	3453

Other funds holding KALV

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

EverSource Wealth Advisors's KALV Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 79 shares — an estimated $1.59K sold.

EverSource Wealth Advisors first reported a position in KALV in Q4 2024 and held it in 6 quarters. The position peaked at $5.62K in Q3 2025. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

EverSource Wealth Advisors reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 79 KalVista Pharmaceuticals shares in Q2 2026, an estimated $1.59K.
EverSource Wealth Advisors first reported a position in KalVista Pharmaceuticals in Q4 2024 and held it in 6 quarters.
EverSource Wealth Advisors's KalVista Pharmaceuticals position peaked at $5.62K in Q3 2025.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.