KA
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Kozak & Associates’s Madrigal Pharmaceuticals MDGL Stock Holding History

Kozak & Associates’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 		$218K Hold
424
– – 0.04% 72
2026
Q1 		$223K Hold
424
– – 0.04% 68
2025
Q4 		$218K Hold
424
– – 0.04% 70
2025
Q3 		$235K Buy
424
+100
+31% +$37.3K 0.05% 74
2025
Q2 		$100K Hold
324
– – 0.02% 109
2025
Q1 		$104K Buy
+324
New +$106K 0.03% 101

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Kozak & Associates's MDGL Position: Q2 2026 in Review

Kozak & Associates held its Madrigal Pharmaceuticals (MDGL) position steady in Q2 2026 at 424 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #72.

Kozak & Associates first reported a position in MDGL in Q1 2025 and has held it in 6 quarters since. The position peaked at $235K in Q3 2025. 34 funds tracked by Wall St. Rank hold MDGL as of Q2 2026.

  • Kozak & Associates held 424 shares of Madrigal Pharmaceuticals worth $218K as of Q2 2026.
  • Kozak & Associates left its Madrigal Pharmaceuticals share count unchanged in Q2 2026.
  • Madrigal Pharmaceuticals made up 0.04% of Kozak & Associates's portfolio in Q2 2026, its #72 holding.
  • Kozak & Associates first reported a position in Madrigal Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
  • Kozak & Associates's Madrigal Pharmaceuticals position peaked at $235K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.