Capital Advisors Ltd’s McGrath RentCorp MGRC Stock Holding History

Capital Advisors Ltd’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 Q4	–	Sell	-2	Closed	–	–	1489
2025 Q3	$0	Hold	2	–	–	﹤0.01%	1485
2025 Q2	$0	Buy	+2	New	+$222	﹤0.01%	1524

Other funds holding MGRC

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's MGRC Position: Q4 2025 in Review

Capital Advisors Ltd sold out of McGrath RentCorp (MGRC) in Q4 2025, closing a stake of 2 shares.

Capital Advisors Ltd first reported a position in MGRC in Q2 2025 and held it in 2 quarters. The position peaked at $0 in Q3 2025. 272 funds tracked by Wall St. Rank hold MGRC as of Q4 2025.

Capital Advisors Ltd reported no remaining McGrath RentCorp position as of Q4 2025 after selling out during the quarter.
Capital Advisors Ltd sold 2 McGrath RentCorp shares in Q4 2025.
Capital Advisors Ltd first reported a position in McGrath RentCorp in Q2 2025 and held it in 2 quarters.
Capital Advisors Ltd's McGrath RentCorp position peaked at $0 in Q3 2025.
272 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.