Congress Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Congress Wealth Management’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	$3.68M	Buy	+31,711	New	+$3.52M	0.04%	442

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 $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Congress Wealth Management's MGRC Position: Q2 2025 in Review

Congress Wealth Management opened a new position in McGrath RentCorp (MGRC) in Q2 2025: 31,711 shares worth $3.68M. The stake represents 0.04% of the portfolio and ranks #442 among its holdings.

257 funds tracked by Wall St. Rank hold MGRC as of Q2 2025.

Congress Wealth Management held 31,711 shares of McGrath RentCorp worth $3.68M as of Q2 2025.
McGrath RentCorp was a new Congress Wealth Management position in Q2 2025.
McGrath RentCorp made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #442 holding.
257 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.