EverSource Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

EverSource 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	$20.6K	Buy	170 +34	+25%	+$3.86K	﹤0.01%	2405
2026 Q1	$15K	Sell	136 -5	-4%	-$556	﹤0.01%	2680
2025 Q4	$14.8K	Sell	141 -159	-53%	-$17.2K	﹤0.01%	2584
2025 Q3	$35.2K	Buy	300 +31	+12%	+$3.74K	﹤0.01%	1957
2025 Q2	$31.2K	Buy	269 +238	+768%	+$26.4K	﹤0.01%	1952
2025 Q1	$3.45K	Buy	31 +13	+72%	+$1.54K	﹤0.01%	2670
2024 Q4	$2.01K	Buy	+18	New	+$2.06K	﹤0.01%	2705

Other funds holding MGRC

RRAM

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

CCM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

EverSource Wealth Advisors increased its McGrath RentCorp (MGRC) stake by 25% in Q2 2026, buying an estimated $3.86K and bringing the position to 170 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

EverSource Wealth Advisors first reported a position in MGRC in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q3 2025. 53 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

EverSource Wealth Advisors held 170 shares of McGrath RentCorp worth $20.6K as of Q2 2026.
EverSource Wealth Advisors bought 34 McGrath RentCorp shares in Q2 2026, an estimated $3.86K.
McGrath RentCorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2405 holding.
EverSource Wealth Advisors first reported a position in McGrath RentCorp in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's McGrath RentCorp position peaked at $35.2K in Q3 2025.
53 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.