Root Financial Partners’s KalVista Pharmaceuticals KALV Stock Holding History

Root Financial Partners’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	-54	Closed	-$1.09K	–	1867
2026 Q1	$1.09K	Buy	+54	New	+$870	﹤0.01%	2582

Other funds holding KALV

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

Root Financial Partners's KALV Position: Q2 2026 in Review

Root Financial Partners sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 54 shares — an estimated $1.09K sold.

Root Financial Partners first reported a position in KALV in Q1 2026 and held it in 1 quarter. The position peaked at $1.09K in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Root Financial Partners reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 54 KalVista Pharmaceuticals shares in Q2 2026, an estimated $1.09K.
Root Financial Partners first reported a position in KalVista Pharmaceuticals in Q1 2026 and held it in 1 quarter.
Root Financial Partners's KalVista Pharmaceuticals position peaked at $1.09K in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.