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Destiny Wealth Partners’s McGrath RentCorp MGRC Stock Holding History

Destiny Wealth Partners’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 		– Sell
-145
Closed -$16K – 724
2026
Q1 		$16K Buy
+145
New +$16.1K ﹤0.01% 772

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Dimensional Fund Advisors
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CCM
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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

Destiny Wealth Partners's MGRC Position: Q2 2026 in Review

Destiny Wealth Partners sold out of McGrath RentCorp (MGRC) in Q2 2026, closing a stake of 145 shares — an estimated $16K sold.

Destiny Wealth Partners first reported a position in MGRC in Q1 2026 and held it in 1 quarter. The position peaked at $16K in Q1 2026. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Destiny Wealth Partners reported no remaining McGrath RentCorp position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 145 McGrath RentCorp shares in Q2 2026, an estimated $16K.
  • Destiny Wealth Partners first reported a position in McGrath RentCorp in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's McGrath RentCorp position peaked at $16K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.