Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Madrigal Pharmaceuticals MDGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MDGL Stock Details MDGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
2,037
+162
+9% +$77.4K ﹤0.01% 1499
2025
Q4 		$1.09M Sell
1,875
-485
-21% -$248K ﹤0.01% 1442
2025
Q3 		$1.08M Sell
2,360
-220
-9% -$82.1K ﹤0.01% 1360
2025
Q2 		$781K Sell
2,580
-32
-1% -$9.53K ﹤0.01% 1387
2025
Q1 		$865K Buy
2,612
+282
+12% +$92.7K ﹤0.01% 1211
2024
Q4 		$719K Buy
2,330
+2,265
+3,485% +$637K ﹤0.01% 1239
2024
Q3 		$14K Sell
65
-38
-37% -$9.72K ﹤0.01% 3590
2024
Q2 		$29K Buy
103
+11
+12% +$2.62K ﹤0.01% 2866
2024
Q1 		$25K Buy
92
+39
+74% +$9.19K ﹤0.01% 2758
2023
Q4 		$12K Sell
53
-17
-24% -$2.98K ﹤0.01% 3088
2023
Q3 		$10K Sell
70
-1
-1% -$188 ﹤0.01% 3139
2023
Q2 		$16K Buy
71
+17
+31% +$4.6K ﹤0.01% 2785
2023
Q1 		$13K Buy
54
+4
+8% +$1.09K ﹤0.01% 2796
2022
Q4 		$15K Hold
50
– – ﹤0.01% 2564
2022
Q3 		$3K Hold
50
– – ﹤0.01% 3323
2022
Q2 		$4K Sell
50
-18
-26% -$1.32K ﹤0.01% 3101
2022
Q1 		$7K Buy
68
+12
+21% +$1.01K ﹤0.01% 2693
2021
Q4 		$5K Buy
+56
New +$4.6K ﹤0.01% 2738
2019
Q1 		– Sell
-3
Closed – – 3148
2018
Q4 		$0 Buy
+3
New +$464 ﹤0.01% 2189

Other funds holding MDGL

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MDGL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Madrigal Pharmaceuticals (MDGL) stake by 8.6% in Q1 2026, buying an estimated $77.4K and bringing the position to 2,037 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Carson Wealth (CWM LLC) first reported a position in MDGL in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2025. 380 funds tracked by Wall St. Rank hold MDGL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,037 shares of Madrigal Pharmaceuticals worth $1.07M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 162 Madrigal Pharmaceuticals shares in Q1 2026, an estimated $77.4K.
  • Madrigal Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1499 holding.
  • Carson Wealth (CWM LLC) first reported a position in Madrigal Pharmaceuticals in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Madrigal Pharmaceuticals position peaked at $1.09M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.