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Aventura Private Wealth’s McGrath RentCorp MGRC Stock Holding History

Aventura Private Wealth’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 		$2.42K Sell
20
-18
-47% -$2.04K ﹤0.01% 802
2026
Q1 		$4.19K Buy
+38
New +$4.22K ﹤0.01% 675

Other funds holding MGRC

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aventura Private Wealth's MGRC Position: Q2 2026 in Review

Aventura Private Wealth reduced its McGrath RentCorp (MGRC) stake by 47% in Q2 2026, selling an estimated $2.04K and leaving 20 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Aventura Private Wealth first reported a position in MGRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.19K in Q1 2026. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Aventura Private Wealth held 20 shares of McGrath RentCorp worth $2.42K as of Q2 2026.
  • Aventura Private Wealth sold 18 McGrath RentCorp shares in Q2 2026, an estimated $2.04K.
  • McGrath RentCorp made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #802 holding.
  • Aventura Private Wealth first reported a position in McGrath RentCorp in Q1 2026 and has held it in 2 quarters since.
  • Aventura Private Wealth's McGrath RentCorp position peaked at $4.19K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.