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Forum Financial Management’s McGrath RentCorp MGRC Stock Holding History

Forum Financial 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
-2,275
Closed -$239K – 719
2025
Q4 		$239K Buy
2,275
+3
+0.1% +$325 ﹤0.01% 871
2025
Q3 		$267K Buy
2,272
+80
+4% +$9.65K ﹤0.01% 805
2025
Q2 		$254K Buy
2,192
+49
+2% +$5.44K ﹤0.01% 768
2025
Q1 		$239K Buy
2,143
+1
+0% +$118 ﹤0.01% 718
2024
Q4 		$240K Buy
2,142
+216
+11% +$24.8K ﹤0.01% 755
2024
Q3 		$203K Hold
1,926
– – ﹤0.01% 720
2024
Q2 		$205K Hold
1,926
– – ﹤0.01% 668
2024
Q1 		$238K Hold
1,926
– – ﹤0.01% 619
2023
Q4 		$230K Buy
+1,926
New +$200K ﹤0.01% 578

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
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
EC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return