MA
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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
Q2 		$104K Hold
194
– – ﹤0.01% 501
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

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Montag & Associates held its Madrigal Pharmaceuticals (MDGL) position steady in Q2 2026 at 194 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Montag & Associates first reported a position in MDGL in Q4 2020 and has held it in 23 quarters since. The position peaked at $113K in Q4 2025. 414 funds tracked by Wall St. Rank hold MDGL as of Q2 2026.

  • Montag & Associates held 194 shares of Madrigal Pharmaceuticals worth $104K as of Q2 2026.
  • Montag & Associates left its Madrigal Pharmaceuticals share count unchanged in Q2 2026.
  • Madrigal Pharmaceuticals made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #501 holding.
  • Montag & Associates first reported a position in Madrigal Pharmaceuticals in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Madrigal Pharmaceuticals position peaked at $113K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.