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Everhart Financial Group’s Madrigal Pharmaceuticals MDGL Stock Holding History

Everhart Financial Group’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 		– Sell
-459
Closed -$240K – 506
2026
Q1 		$240K Sell
459
-704
-61% -$336K 0.02% 409
2025
Q4 		$677K Buy
1,163
+704
+153% +$360K 0.06% 218
2025
Q3 		$211K Sell
459
-919
-67% -$343K 0.02% 372
2025
Q2 		$417K Sell
1,378
-250
-15% -$74.5K 0.05% 252
2025
Q1 		$539K Hold
1,628
– – 0.07% 192
2024
Q4 		$502K Sell
1,628
-25
-2% -$7.03K 0.1% 190
2024
Q3 		$351K Buy
1,653
+250
+18% +$64K 0.08% 239
2024
Q2 		$393K Buy
1,403
+25
+2% +$5.95K 0.1% 193
2024
Q1 		$368K Buy
1,378
+235
+21% +$55.4K 0.11% 192
2023
Q4 		$264K Buy
+1,143
New +$200K 0.09% 200

Other funds holding MDGL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM

Everhart Financial Group's MDGL Position: Q2 2026 in Review

Everhart Financial Group sold out of Madrigal Pharmaceuticals (MDGL) in Q2 2026, closing a stake of 459 shares — an estimated $240K sold.

Everhart Financial Group first reported a position in MDGL in Q4 2023 and held it in 10 quarters. The position peaked at $677K in Q4 2025. 26 funds tracked by Wall St. Rank hold MDGL as of Q2 2026.

  • Everhart Financial Group reported no remaining Madrigal Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 459 Madrigal Pharmaceuticals shares in Q2 2026, an estimated $240K.
  • Everhart Financial Group first reported a position in Madrigal Pharmaceuticals in Q4 2023 and held it in 10 quarters.
  • Everhart Financial Group's Madrigal Pharmaceuticals position peaked at $677K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.