Capstone Investment Advisors’s McGrath RentCorp MGRC Stock Holding History

Capstone Investment Advisors’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 Q1	–	Sell	-5,380	Closed	-$565K	–	1759
2025 Q4	$565K	Buy	5,380 +2,076	+63%	+$225K	﹤0.01%	1109
2025 Q3	$388K	Buy	+3,304	New	+$399K	﹤0.01%	1533
2018 Q1	–	Sell	-6,956	Closed	-$326K	–	474
2017 Q4	$326K	Buy	+6,956	New	+$322K	0.01%	353

Other funds holding MGRC

RRAM

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capstone Investment Advisors's MGRC Position: Q1 2026 in Review

Capstone Investment Advisors sold out of McGrath RentCorp (MGRC) in Q1 2026, closing a stake of 5,380 shares — an estimated $565K sold.

Capstone Investment Advisors first reported a position in MGRC in Q4 2017 and held it in 3 quarters. The position peaked at $565K in Q4 2025. 259 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

Capstone Investment Advisors reported no remaining McGrath RentCorp position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 5,380 McGrath RentCorp shares in Q1 2026, an estimated $565K.
Capstone Investment Advisors first reported a position in McGrath RentCorp in Q4 2017 and held it in 3 quarters.
Capstone Investment Advisors's McGrath RentCorp position peaked at $565K in Q4 2025.
259 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.