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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
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% -$6.39K ﹤0.01% 909
2025
Q3 		$87K Buy
+741
New +$89.4K ﹤0.01% 849

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CX Institutional's MGRC Position: Q2 2026 in Review

CX Institutional reduced its McGrath RentCorp (MGRC) stake by 7.6% in Q2 2026, selling an estimated $5.68K and leaving 607 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

CX Institutional first reported a position in MGRC in Q3 2025 and has held it in 4 quarters since. The position peaked at $87K in Q3 2025. 31 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • CX Institutional held 607 shares of McGrath RentCorp worth $73K as of Q2 2026.
  • CX Institutional sold 50 McGrath RentCorp shares in Q2 2026, an estimated $5.68K.
  • McGrath RentCorp made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #921 holding.
  • CX Institutional first reported a position in McGrath RentCorp in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's McGrath RentCorp position peaked at $87K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.