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MA
Montag & Associates’s
Madrigal Pharmaceuticals
MDGL
Stock Holding History
Montag & 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
Q1
$102K
Hold
194
–
–
﹤0.01%
501
2025
Q4
$113K
Hold
194
–
–
0.01%
494
2025
Q3
$89K
Hold
194
–
–
﹤0.01%
506
2025
Q2
$58.7K
Hold
194
–
–
﹤0.01%
557
2025
Q1
$64.3K
Hold
194
–
–
﹤0.01%
565
2024
Q4
$59.9K
Hold
194
–
–
﹤0.01%
575
2024
Q3
$41.2K
Hold
194
–
–
﹤0.01%
640
2024
Q2
$54.4K
Hold
194
–
–
﹤0.01%
580
2024
Q1
$51.8K
Hold
194
–
–
﹤0.01%
594
2023
Q4
$44.9K
Hold
194
–
–
﹤0.01%
597
2023
Q3
$28.3K
Buy
194
+134
+223%
+$25.2K
﹤0.01%
631
2023
Q2
$13.9K
Hold
60
–
–
﹤0.01%
715
2023
Q1
$14.5K
Hold
60
–
–
﹤0.01%
699
2022
Q4
$17.4K
Sell
60
-50
-45%
-$4.89K
﹤0.01%
678
2022
Q3
$7K
Hold
110
–
–
﹤0.01%
764
2022
Q2
$8K
Sell
110
-30
-21%
-$2.21K
﹤0.01%
712
2022
Q1
$14K
Hold
140
–
–
﹤0.01%
694
2021
Q4
$12K
Hold
140
–
–
﹤0.01%
714
2021
Q3
$11K
Hold
140
–
–
﹤0.01%
722
2021
Q2
$14K
Hold
140
–
–
﹤0.01%
697
2021
Q1
$16K
Hold
140
–
–
﹤0.01%
685
2020
Q4
$16K
Buy
+140
New
+$17.1K
﹤0.01%
662
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131.5%
1-Year Est. Return
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$209B AUM
37.72%
1-Year Est. Return
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135.35%
1-Year Est. Return
ACA
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$10.2B AUM
149.19%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
PC
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$3.11B AUM
94.93%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
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$4.04T AUM
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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