Action Point Financial Planning’s McGrath RentCorp MGRC Stock Holding History

Action Point Financial Planning’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 Q2	$968	Buy	+8	New	+$909	﹤0.01%	2496

Other funds holding MGRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Action Point Financial Planning's MGRC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in McGrath RentCorp (MGRC) in Q2 2026: 8 shares worth $968. The stake represents ﹤0.01% of the portfolio and ranks #2496 among its holdings.

273 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Action Point Financial Planning held 8 shares of McGrath RentCorp worth $968 as of Q2 2026.
McGrath RentCorp was a new Action Point Financial Planning position in Q2 2026.
McGrath RentCorp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2496 holding.
273 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.