CX Institutional
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CX Institutional’s McGrath RentCorp MGRC Stock Holding History

CX Institutional’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 		$64K Sell
562
-45
-7% -$5.21K ﹤0.01% 971
2026
Q2 		$73K Sell
607
-50
-8% -$5.68K ﹤0.01% 921
2026
Q1 		$72K Sell
657
-25
-4% -$2.78K ﹤0.01% 911
2025
Q4 		$72K Sell
682
-59
-8% -$6.4K ﹤0.01% 909
2025
Q3 		$87K Buy
+741
New +$89.4K ﹤0.01% 849

Other funds holding MGRC

Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Norman Fields Gottscho Capital Management
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

CX Institutional's MGRC Position: Q3 2026 in Review

CX Institutional reduced its McGrath RentCorp (MGRC) stake by 7.4% in Q3 2026, selling an estimated $5.21K and leaving 562 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

CX Institutional first reported a position in MGRC in Q3 2025 and has held it in 5 quarters since. The position peaked at $87K in Q3 2025. 36 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

  • CX Institutional held 562 shares of McGrath RentCorp worth $64K as of Q3 2026.
  • CX Institutional sold 45 McGrath RentCorp shares in Q3 2026, an estimated $5.21K.
  • McGrath RentCorp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #971 holding.
  • CX Institutional first reported a position in McGrath RentCorp in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's McGrath RentCorp position peaked at $87K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.