EP Wealth Advisors’s Madrigal Pharmaceuticals MDGL Stock Holding History

EP Wealth Advisors’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	$347K	Sell	646 -29	-4%	-$14.9K	﹤0.01%	1205
2026 Q1	$353K	Buy	675 +66	+11%	+$31.5K	﹤0.01%	1075
2025 Q4	$355K	Buy	+609	New	+$311K	﹤0.01%	1040
2025 Q2	–	Sell	-604	Closed	-$200K	–	1452
2025 Q1	$200K	Buy	+604	New	+$198K	﹤0.01%	1134
2022 Q4	–	Sell	-13,862	Closed	-$901K	–	635
2022 Q3	$901K	Hold	13,862	–	–	0.02%	243
2022 Q2	$992K	Hold	13,862	–	–	0.02%	262
2022 Q1	$1.36M	Sell	13,862 -1,540	-10%	-$130K	0.03%	236
2021 Q4	$1.3M	Buy	15,402 +10,106	+191%	+$830K	0.03%	228
2021 Q3	$423K	Hold	5,296	–	–	0.01%	362
2021 Q2	$516K	Hold	5,296	–	–	0.01%	332
2021 Q1	$619K	Hold	5,296	–	–	0.02%	286
2020 Q4	$589K	Buy	+5,296	New	+$647K	0.02%	240

Other funds holding MDGL

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Jupiter Topco New York $245B AUM

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EP Wealth Advisors's MDGL Position: Q2 2026 in Review

EP Wealth Advisors reduced its Madrigal Pharmaceuticals (MDGL) stake by 4.3% in Q2 2026, selling an estimated $14.9K and leaving 646 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

EP Wealth Advisors first reported a position in MDGL in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2022. 414 funds tracked by Wall St. Rank hold MDGL as of Q2 2026.

EP Wealth Advisors held 646 shares of Madrigal Pharmaceuticals worth $347K as of Q2 2026.
EP Wealth Advisors sold 29 Madrigal Pharmaceuticals shares in Q2 2026, an estimated $14.9K.
Madrigal Pharmaceuticals made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1205 holding.
EP Wealth Advisors first reported a position in Madrigal Pharmaceuticals in Q4 2020 and has held it in 12 quarters since.
EP Wealth Advisors's Madrigal Pharmaceuticals position peaked at $1.36M in Q1 2022.
414 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.