Creative Planning
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Creative Planning’s Madrigal Pharmaceuticals MDGL Stock Holding History

Creative Planning’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
Q2 		$7.06M Buy
13,147
+1,142
+10% +$585K ﹤0.01% 1140
2026
Q1 		$6.28M Buy
12,005
+864
+8% +$413K ﹤0.01% 1018
2025
Q4 		$6.49M Buy
11,141
+2,711
+32% +$1.38M ﹤0.01% 834
2025
Q3 		$3.87M Buy
8,430
+3,268
+63% +$1.22M ﹤0.01% 1031
2025
Q2 		$1.56M Sell
5,162
-2,202
-30% -$656K ﹤0.01% 1512
2025
Q1 		$2.44M Buy
7,364
+2,933
+66% +$964K ﹤0.01% 1059
2024
Q4 		$1.37M Buy
4,431
+1,132
+34% +$318K ﹤0.01% 1407
2024
Q3 		$700K Buy
3,299
+87
+3% +$22.3K ﹤0.01% 1812
2024
Q2 		$900K Buy
3,212
+935
+41% +$223K ﹤0.01% 1484
2024
Q1 		$608K Buy
2,277
+419
+23% +$98.7K ﹤0.01% 1703
2023
Q4 		$430K Sell
1,858
-216
-10% -$37.8K ﹤0.01% 1808
2023
Q3 		$303K Buy
+2,074
New +$390K ﹤0.01% 1934
2017
Q3 		– Sell
-170
Closed -$3K – 2953
2017
Q2 		$3K Hold
170
– – ﹤0.01% 4188
2017
Q1 		$3K Hold
170
– – ﹤0.01% 4171
2016
Q4 		$3K Sell
170
-142
-46% -$2.28K ﹤0.01% 4156
2016
Q3 		$4K Sell
312
-174
-36% -$1.69K ﹤0.01% 3983
2016
Q2 		$4K Sell
486
-143
-23% -$1.72K ﹤0.01% 3751
2016
Q1 		$5K Sell
629
-2
-0.3% -$17 ﹤0.01% 3590
2015
Q4 		$8K Buy
631
+60
+11% +$1.65K ﹤0.01% 3416
2015
Q3 		$35K Buy
571
+142
+33% +$10.2K ﹤0.01% 2312
2015
Q2 		$33K Sell
429
-285
-40% -$23.9K ﹤0.01% 1048
2015
Q1 		$49K Buy
714
+285
+66% +$24.4K ﹤0.01% 2042
2014
Q4 		$40K Sell
429
-8
-2% -$827 ﹤0.01% 2149
2014
Q3 		$46K Sell
437
-57
-12% -$7.93K ﹤0.01% 1975
2014
Q2 		$71K Buy
494
+8
+2% +$1.17K ﹤0.01% 1653
2014
Q1 		$73K Sell
486
-17
-3% -$3.35K ﹤0.01% 1582
2013
Q4 		$92K Buy
503
+446
+782% +$81.7K ﹤0.01% 1240
2013
Q3 		$13K Buy
+57
New +$12.1K ﹤0.01% 2318

Other funds holding MDGL

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's MDGL Position: Q2 2026 in Review

Creative Planning increased its Madrigal Pharmaceuticals (MDGL) stake by 9.5% in Q2 2026, buying an estimated $585K and bringing the position to 13,147 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Creative Planning first reported a position in MDGL in Q3 2013 and has held it in 28 quarters since. 415 funds tracked by Wall St. Rank hold MDGL as of Q2 2026.

  • Creative Planning held 13,147 shares of Madrigal Pharmaceuticals worth $7.06M as of Q2 2026.
  • Creative Planning bought 1,142 Madrigal Pharmaceuticals shares in Q2 2026, an estimated $585K.
  • Madrigal Pharmaceuticals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1140 holding.
  • Creative Planning first reported a position in Madrigal Pharmaceuticals in Q3 2013 and has held it in 28 quarters since.
  • 415 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.