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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 $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's MGRC Position: Q1 2026 in Review

Forum Financial Management sold out of McGrath RentCorp (MGRC) in Q1 2026, closing a stake of 2,275 shares — an estimated $239K sold.

Forum Financial Management first reported a position in MGRC in Q4 2023 and held it in 9 quarters. The position peaked at $267K in Q3 2025. 259 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

  • Forum Financial Management reported no remaining McGrath RentCorp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,275 McGrath RentCorp shares in Q1 2026, an estimated $239K.
  • Forum Financial Management first reported a position in McGrath RentCorp in Q4 2023 and held it in 9 quarters.
  • Forum Financial Management's McGrath RentCorp position peaked at $267K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.