Harbor Asset Planning
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Harbor Asset Planning’s McGrath RentCorp MGRC Stock Holding History

Harbor Asset Planning’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
Q3 		$5.72K Hold
50
– – ﹤0.01% 372
2026
Q2 		$6.05K Hold
50
– – ﹤0.01% 368
2026
Q1 		$5.51K Hold
50
– – ﹤0.01% 374
2025
Q4 		$5.25K Hold
50
– – ﹤0.01% 378
2025
Q3 		$5.86K Hold
50
– – 0.01% 352
2025
Q2 		$5.8K Buy
+50
New +$5.55K 0.01% 350

Other funds holding MGRC

River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Harbor Asset Planning's MGRC Position: Q3 2026 in Review

Harbor Asset Planning held its McGrath RentCorp (MGRC) position steady in Q3 2026 at 50 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Harbor Asset Planning first reported a position in MGRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.05K in Q2 2026. 125 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

  • Harbor Asset Planning held 50 shares of McGrath RentCorp worth $5.72K as of Q3 2026.
  • Harbor Asset Planning left its McGrath RentCorp share count unchanged in Q3 2026.
  • McGrath RentCorp made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #372 holding.
  • Harbor Asset Planning first reported a position in McGrath RentCorp in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's McGrath RentCorp position peaked at $6.05K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.