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EP Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

EP Wealth Advisors’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 		$401K Sell
3,316
-25
-0.7% -$2.84K ﹤0.01% 1133
2026
Q1 		$368K Buy
3,341
+25
+0.8% +$2.78K ﹤0.01% 1053
2025
Q4 		$348K Buy
+3,316
New +$359K ﹤0.01% 1049
2025
Q2 		$408K Buy
3,521
+1,106
+46% +$123K ﹤0.01% 867
2025
Q1 		$269K Sell
2,415
-1
-0% -$118 ﹤0.01% 967
2024
Q4 		$270K Buy
2,416
+239
+11% +$27.4K ﹤0.01% 921
2024
Q3 		$229K Hold
2,177
– – ﹤0.01% 978
2024
Q2 		$232K Hold
2,177
– – ﹤0.01% 724
2024
Q1 		$269K Hold
2,177
– – ﹤0.01% 664
2023
Q4 		$260K Sell
2,177
-32
-1% -$3.33K ﹤0.01% 659
2023
Q3 		$221K Buy
+2,209
New +$215K ﹤0.01% 638
2023
Q2 		– Sell
-1,581
Closed -$323K – 706
2023
Q1 		$323K Sell
1,581
-569
-26% -$56.3K 0.01% 473
2022
Q4 		$212K Buy
+2,150
New +$201K ﹤0.01% 541

Other funds holding MGRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
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

EP Wealth Advisors's MGRC Position: Q2 2026 in Review

EP Wealth Advisors reduced its McGrath RentCorp (MGRC) stake by 0.75% in Q2 2026, selling an estimated $2.84K and leaving 3,316 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

EP Wealth Advisors first reported a position in MGRC in Q4 2022 and has held it in 13 quarters since. The position peaked at $408K in Q2 2025. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • EP Wealth Advisors held 3,316 shares of McGrath RentCorp worth $401K as of Q2 2026.
  • EP Wealth Advisors sold 25 McGrath RentCorp shares in Q2 2026, an estimated $2.84K.
  • McGrath RentCorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1133 holding.
  • EP Wealth Advisors first reported a position in McGrath RentCorp in Q4 2022 and has held it in 13 quarters since.
  • EP Wealth Advisors's McGrath RentCorp position peaked at $408K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.