Covestor
MGRC icon

Covestor’s McGrath RentCorp MGRC Stock Holding History

Covestor’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
Q3 		$58K Sell
508
-122
-19% -$14.1K 0.04% 671
2026
Q2 		$76K Sell
630
-8
-1% -$909 0.04% 529
2026
Q1 		$70K Sell
638
-747
-54% -$83K 0.05% 487
2025
Q4 		$145K Buy
1,385
+474
+52% +$51.4K 0.08% 363
2025
Q3 		$107K Sell
911
-332
-27% -$40.1K 0.06% 545
2025
Q2 		$144K Buy
1,243
+169
+16% +$18.8K 0.08% 339
2025
Q1 		$120K Buy
1,074
+4
+0.4% +$473 0.08% 373
2024
Q4 		$120K Sell
1,070
-113
-10% -$13K 0.08% 412
2024
Q3 		$125K Buy
1,183
+161
+16% +$17.1K 0.08% 393
2024
Q2 		$109K Buy
1,022
+402
+65% +$44.3K 0.07% 433
2024
Q1 		$77K Sell
620
-41
-6% -$4.96K 0.05% 688
2023
Q4 		$79K Sell
661
-261
-28% -$27.1K 0.05% 642
2023
Q3 		$93K Buy
922
+61
+7% +$5.94K 0.07% 461
2023
Q2 		$80K Buy
861
+80
+10% +$7.31K 0.06% 562
2023
Q1 		$73K Sell
781
-82
-10% -$8.11K 0.06% 546
2022
Q4 		$85K Buy
863
+857
+14,283% +$80.2K 0.07% 482
2022
Q3 		$1K Sell
6
-4
-40% -$332 ﹤0.01% 1820
2022
Q2 		$1K Sell
10
-36
-78% -$2.93K ﹤0.01% 1763
2022
Q1 		$4K Sell
46
-17
-27% -$1.35K ﹤0.01% 1542
2021
Q4 		$5K Buy
+63
New +$4.86K 0.01% 1322

Other funds holding MGRC

River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Covestor's MGRC Position: Q3 2026 in Review

Covestor reduced its McGrath RentCorp (MGRC) stake by 19% in Q3 2026, selling an estimated $14.1K and leaving 508 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #671.

Covestor first reported a position in MGRC in Q4 2021 and has held it in 20 quarters since. The position peaked at $145K in Q4 2025. 125 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

  • Covestor held 508 shares of McGrath RentCorp worth $58K as of Q3 2026.
  • Covestor sold 122 McGrath RentCorp shares in Q3 2026, an estimated $14.1K.
  • McGrath RentCorp made up 0.04% of Covestor's portfolio in Q3 2026, its #671 holding.
  • Covestor first reported a position in McGrath RentCorp in Q4 2021 and has held it in 20 quarters since.
  • Covestor's McGrath RentCorp position peaked at $145K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.