Clearstead Advisors’s McGrath RentCorp MGRC Stock Holding History

Clearstead 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 Q2	$848	Sell	7 -6,187	-100%	-$703K	﹤0.01%	2748
2026 Q1	$683K	Hold	6,194	–	–	0.01%	634
2025 Q4	$650K	Sell	6,194 -109	-2%	-$11.8K	0.01%	585
2025 Q3	$739K	Buy	6,303 +24	+0.4%	+$2.9K	0.01%	523
2025 Q2	$728K	Buy	6,279 +113	+2%	+$12.5K	0.01%	508
2025 Q1	$687K	Buy	6,166 +24	+0.4%	+$2.84K	0.01%	497
2024 Q4	$687K	Sell	6,142 -621	-9%	-$71.2K	0.01%	490
2024 Q3	$712K	Buy	6,763 +28	+0.4%	+$2.97K	0.01%	493
2024 Q2	$718K	Buy	+6,735	New	+$742K	0.01%	467

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

Clearstead Advisors's MGRC Position: Q2 2026 in Review

Clearstead Advisors reduced its McGrath RentCorp (MGRC) stake by 100% in Q2 2026, selling an estimated $703K and leaving 7 shares worth $848. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Clearstead Advisors first reported a position in MGRC in Q2 2024 and has held it in 9 quarters since. The position peaked at $739K in Q3 2025. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Clearstead Advisors held 7 shares of McGrath RentCorp worth $848 as of Q2 2026.
Clearstead Advisors sold 6,187 McGrath RentCorp shares in Q2 2026, an estimated $703K.
McGrath RentCorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2748 holding.
Clearstead Advisors first reported a position in McGrath RentCorp in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's McGrath RentCorp position peaked at $739K in Q3 2025.
275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.