WWM
KALV

Whalen Wealth Management’s KalVista Pharmaceuticals KALV Stock Holding History

Whalen Wealth Management’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
2025
Q3 		– Sell
-10,938
Closed -$124K – 228
2025
Q2 		$124K Buy
+10,938
New +$134K 0.08% 197

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whalen Wealth Management's KALV Position: Q3 2025 in Review

Whalen Wealth Management sold out of KalVista Pharmaceuticals (KALV) in Q3 2025, closing a stake of 10,938 shares — an estimated $124K sold.

Whalen Wealth Management first reported a position in KALV in Q2 2025 and held it in 1 quarter. The position peaked at $124K in Q2 2025. 145 funds tracked by Wall St. Rank hold KALV as of Q3 2025.

  • Whalen Wealth Management reported no remaining KalVista Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 10,938 KalVista Pharmaceuticals shares in Q3 2025, an estimated $124K.
  • Whalen Wealth Management first reported a position in KalVista Pharmaceuticals in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's KalVista Pharmaceuticals position peaked at $124K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.