Empirical Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Empirical 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	–	Sell	-2,306	Closed	-$242K	–	1023
2025 Q4	$242K	Hold	2,306	–	–	﹤0.01%	788
2025 Q3	$271K	Hold	2,306	–	–	0.01%	652
2025 Q2	$267K	Buy	2,306 +5	+0.2%	+$555	0.01%	565
2025 Q1	$256K	Sell	2,301 -1,524	-40%	-$180K	0.01%	550
2024 Q4	$428K	Buy	3,825 +5	+0.1%	+$574	0.01%	419
2024 Q3	$402K	Buy	3,820 +5	+0.1%	+$530	0.01%	412
2024 Q2	$406K	Sell	3,815 -1,595	-29%	-$176K	0.01%	397
2024 Q1	$667K	Buy	5,410 +4	+0.1%	+$484	0.02%	299
2023 Q4	$647K	Buy	5,406 +6	+0.1%	+$624	0.02%	286
2023 Q3	$541K	Buy	5,400 +1,169	+28%	+$114K	0.02%	293
2023 Q2	$391K	Buy	+4,231	New	+$387K	0.02%	342

Other funds holding MGRC

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BlackRock New York $5.72T 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's MGRC Position: Q1 2026 in Review

Empirical Wealth Management sold out of McGrath RentCorp (MGRC) in Q1 2026, closing a stake of 2,306 shares — an estimated $242K sold.

Empirical Wealth Management first reported a position in MGRC in Q2 2023 and held it in 11 quarters. The position peaked at $667K in Q1 2024. 258 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

Empirical Wealth Management reported no remaining McGrath RentCorp position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 2,306 McGrath RentCorp shares in Q1 2026, an estimated $242K.
Empirical Wealth Management first reported a position in McGrath RentCorp in Q2 2023 and held it in 11 quarters.
Empirical Wealth Management's McGrath RentCorp position peaked at $667K in Q1 2024.
258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.