True Wealth Design’s KalVista Pharmaceuticals KALV Stock Holding History

True Wealth Design’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	–	2774
2026 Q1	$1.09K	Hold	54	–	–	﹤0.01%	1780
2025 Q4	$873	Sell	54 -4	-7%	-$53	﹤0.01%	1757
2025 Q3	$707	Hold	58	–	–	﹤0.01%	1884
2025 Q2	$656	Sell	58 -86	-60%	-$1.05K	﹤0.01%	1634
2025 Q1	$1.66K	Buy	+144	New	+$1.47K	﹤0.01%	1077

Other funds holding KALV

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

True Wealth Design's KALV Position: Q2 2026 in Review

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

True Wealth Design first reported a position in KALV in Q1 2025 and held it in 5 quarters. The position peaked at $1.66K in Q1 2025. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

True Wealth Design reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 54 KalVista Pharmaceuticals shares in Q2 2026, an estimated $1.09K.
True Wealth Design first reported a position in KalVista Pharmaceuticals in Q1 2025 and held it in 5 quarters.
True Wealth Design's KalVista Pharmaceuticals position peaked at $1.66K in Q1 2025.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.