Creative Planning
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Creative Planning’s McGrath RentCorp MGRC Stock Holding History

Creative Planning’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 		$2.32M Buy
19,146
+7,426
+63% +$843K ﹤0.01% 1960
2026
Q1 		$1.29M Buy
11,720
+4,674
+66% +$520K ﹤0.01% 2252
2025
Q4 		$739K Sell
7,046
-6,659
-49% -$722K ﹤0.01% 2519
2025
Q3 		$1.61M Buy
13,705
+4,567
+50% +$551K ﹤0.01% 1718
2025
Q2 		$1.06M Buy
9,138
+2,649
+41% +$294K ﹤0.01% 1804
2025
Q1 		$723K Sell
6,489
-740
-10% -$87.5K ﹤0.01% 1980
2024
Q4 		$808K Buy
7,229
+2,467
+52% +$283K ﹤0.01% 1820
2024
Q3 		$501K Sell
4,762
-533
-10% -$56.5K ﹤0.01% 2113
2024
Q2 		$564K Buy
5,295
+38
+0.7% +$4.18K ﹤0.01% 1848
2024
Q1 		$649K Buy
5,257
+753
+17% +$91K ﹤0.01% 1658
2023
Q4 		$539K Buy
+4,504
New +$468K ﹤0.01% 1662
2020
Q2 		– Sell
-7,840
Closed -$411K – 2084
2020
Q1 		$411K Hold
7,840
– – ﹤0.01% 1045
2019
Q4 		$600K Buy
+7,840
New +$569K ﹤0.01% 1013
2017
Q3 		– Sell
-475
Closed -$16K – 2969
2017
Q2 		$16K Buy
475
+75
+19% +$2.56K ﹤0.01% 3327
2017
Q1 		$13K Hold
400
– – ﹤0.01% 3428
2016
Q4 		$16K Hold
400
– – ﹤0.01% 3222
2016
Q3 		$13K Hold
400
– – ﹤0.01% 3328
2016
Q2 		$12K Hold
400
– – ﹤0.01% 3132
2016
Q1 		$10K Hold
400
– – ﹤0.01% 3229
2015
Q4 		$10K Hold
400
– – ﹤0.01% 3304
2015
Q3 		$11K Buy
+400
New +$10.7K ﹤0.01% 3148
2015
Q2 		– Sell
-400
Closed -$13K – 2228
2015
Q1 		$13K Hold
400
– – ﹤0.01% 3023
2014
Q4 		$14K Hold
400
– – ﹤0.01% 2916
2014
Q3 		$14K Sell
400
-100
-20% -$3.65K ﹤0.01% 2747
2014
Q2 		$18K Buy
500
+100
+25% +$3.38K ﹤0.01% 2556
2014
Q1 		$14K Hold
400
– – ﹤0.01% 2587
2013
Q4 		$16K Buy
+400
New +$14.8K ﹤0.01% 2317

Other funds holding MGRC

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's MGRC Position: Q2 2026 in Review

Creative Planning increased its McGrath RentCorp (MGRC) stake by 63% in Q2 2026, buying an estimated $843K and bringing the position to 19,146 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Creative Planning first reported a position in MGRC in Q4 2013 and has held it in 27 quarters since. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Creative Planning held 19,146 shares of McGrath RentCorp worth $2.32M as of Q2 2026.
  • Creative Planning bought 7,426 McGrath RentCorp shares in Q2 2026, an estimated $843K.
  • McGrath RentCorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1960 holding.
  • Creative Planning first reported a position in McGrath RentCorp in Q4 2013 and has held it in 27 quarters since.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.