PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s KalVista Pharmaceuticals KALV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	-237	Closed	-$4.77K	–	567
2026 Q1	$4.77K	Buy	+237	New	+$3.82K	﹤0.01%	433

Other funds holding KALV

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KALV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 237 shares — an estimated $4.77K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KALV in Q1 2026 and held it in 1 quarter. The position peaked at $4.77K in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 237 KalVista Pharmaceuticals shares in Q2 2026, an estimated $4.77K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KalVista Pharmaceuticals in Q1 2026 and held it in 1 quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KalVista Pharmaceuticals position peaked at $4.77K in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.