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 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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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