DWM
MGRC icon

Dakota Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Dakota 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
2026
Q1 		$618K Hold
5,600
– – 0.01% 503
2025
Q4 		$588K Hold
5,600
– – 0.01% 516
2025
Q3 		$657K Sell
5,600
-857
-13% -$103K 0.01% 436
2025
Q2 		$749K Sell
6,457
-3,418
-35% -$379K 0.02% 438
2025
Q1 		$1.1M Buy
9,875
+3,744
+61% +$443K 0.03% 359
2024
Q4 		$686K Buy
6,131
+33
+0.5% +$3.79K 0.02% 438
2024
Q3 		$642K Buy
6,098
+228
+4% +$24.2K 0.01% 464
2024
Q2 		$625K Sell
5,870
-77
-1% -$8.48K 0.01% 467
2024
Q1 		$734K Buy
5,947
+3,478
+141% +$420K 0.02% 432
2023
Q4 		$295K Sell
2,469
-242
-9% -$25.2K 0.01% 524
2023
Q3 		$272K Buy
+2,711
New +$264K 0.01% 514

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return