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Legacy Wealth Management (Idaho)’s KALA BIO KALA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio KALA Stock Details KALA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$5 – 594
2026
Q1 		$5 Hold
1
– – ﹤0.01% 1038
2025
Q4 		$14 Hold
1
– – ﹤0.01% 918
2025
Q3 		$39 Hold
1
– – ﹤0.01% 769
2025
Q2 		$119 Hold
1
– – ﹤0.01% 730
2025
Q1 		$144 Buy
+1
New +$379 ﹤0.01% 785
2024
Q4 		– Hold
0
– – – 733
2024
Q3 		– Hold
0
– – – 691

Other funds holding KALA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KALA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of KALA BIO (KALA) in Q2 2026, closing a stake of 1 share — an estimated $5 sold.

Legacy Wealth Management (Idaho) first reported a position in KALA in Q1 2025 and held it in 5 quarters. The position peaked at $144 in Q1 2025. 15 funds tracked by Wall St. Rank hold KALA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining KALA BIO position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1 KALA BIO share in Q2 2026, an estimated $5.
  • Legacy Wealth Management (Idaho) first reported a position in KALA BIO in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s KALA BIO position peaked at $144 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held KALA BIO as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.