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Atala Financial’s McGrath RentCorp MGRC Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-275
Closed -$30.6K – 322
2025
Q1 		$30.6K Hold
275
– – 0.02% 209
2024
Q4 		$30.8K Buy
+275
New +$31.5K 0.02% 218

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atala Financial's MGRC Position: Q2 2025 in Review

Atala Financial sold out of McGrath RentCorp (MGRC) in Q2 2025, closing a stake of 275 shares — an estimated $30.6K sold.

Atala Financial first reported a position in MGRC in Q4 2024 and held it in 2 quarters. The position peaked at $30.8K in Q4 2024. 258 funds tracked by Wall St. Rank hold MGRC as of Q2 2025.

  • Atala Financial reported no remaining McGrath RentCorp position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 275 McGrath RentCorp shares in Q2 2025, an estimated $30.6K.
  • Atala Financial first reported a position in McGrath RentCorp in Q4 2024 and held it in 2 quarters.
  • Atala Financial's McGrath RentCorp position peaked at $30.8K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.