Focus Partners Wealth
MGRC icon

Focus Partners Wealth’s McGrath RentCorp MGRC Stock Holding History

Focus Partners Wealth’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 		$365K Buy
3,019
+872
+41% +$99K ﹤0.01% 2152
2026
Q1 		$237K Sell
2,147
-76
-3% -$8.45K ﹤0.01% 2312
2025
Q4 		$233K Sell
2,223
-330
-13% -$35.8K ﹤0.01% 2365
2025
Q3 		$299K Buy
2,553
+257
+11% +$31K ﹤0.01% 1843
2025
Q2 		$266K Buy
2,296
+252
+12% +$28K ﹤0.01% 1740
2025
Q1 		$228K Buy
2,044
+26
+1% +$3.07K ﹤0.01% 1700
2024
Q4 		$226K Buy
+2,018
New +$231K ﹤0.01% 1673

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Focus Partners Wealth increased its McGrath RentCorp (MGRC) stake by 41% in Q2 2026, buying an estimated $99K and bringing the position to 3,019 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Focus Partners Wealth first reported a position in MGRC in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Focus Partners Wealth held 3,019 shares of McGrath RentCorp worth $365K as of Q2 2026.
  • Focus Partners Wealth bought 872 McGrath RentCorp shares in Q2 2026, an estimated $99K.
  • McGrath RentCorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2152 holding.
  • Focus Partners Wealth first reported a position in McGrath RentCorp in Q4 2024 and has held it in 7 quarters since.
  • 274 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

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