Physician Wealth Advisors’s KalVista Pharmaceuticals KALV Stock Holding History

Physician 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	-45	Closed	-$906	–	2403
2026 Q1	$906	Hold	45	–	–	﹤0.01%	1745
2025 Q4	$727	Buy	+45	New	+$596	﹤0.01%	1731
2025 Q3	–	Sell	-51	Closed	-$577	–	1978
2025 Q2	$577	Buy	+51	New	+$624	﹤0.01%	1674

Other funds holding KALV

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

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

Physician Wealth Advisors sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 45 shares — an estimated $906 sold.

Physician Wealth Advisors first reported a position in KALV in Q2 2025 and held it in 3 quarters. The position peaked at $906 in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Physician Wealth Advisors reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 45 KalVista Pharmaceuticals shares in Q2 2026, an estimated $906.
Physician Wealth Advisors first reported a position in KalVista Pharmaceuticals in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's KalVista Pharmaceuticals position peaked at $906 in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.