Integrated Wealth Concepts’s McGrath RentCorp MGRC Stock Holding History

Integrated Wealth Concepts’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	$13.4K	Buy	+111	New	+$12.6K	﹤0.01%	4387

Other funds holding MGRC

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's MGRC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in McGrath RentCorp (MGRC) in Q2 2026: 111 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #4387 among its holdings.

275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Integrated Wealth Concepts held 111 shares of McGrath RentCorp worth $13.4K as of Q2 2026.
McGrath RentCorp was a new Integrated Wealth Concepts position in Q2 2026.
McGrath RentCorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4387 holding.
275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

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