Superior Planning, LLC’s McGrath RentCorp MGRC Stock Holding History

Superior Planning, LLC’s Portfolio MGRC Stock Details MGRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14K	Buy	+10	New	+$1.16K	﹤0.01%	1724

Other funds holding MGRC

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Superior Planning, LLC's MGRC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in McGrath RentCorp (MGRC) in Q3 2026: 10 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1724 among its holdings.

160 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

Superior Planning, LLC held 10 shares of McGrath RentCorp worth $1.14K as of Q3 2026.
McGrath RentCorp was a new Superior Planning, LLC position in Q3 2026.
McGrath RentCorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1724 holding.
160 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.