JWM
MGRC icon

JPL Wealth Management’s McGrath RentCorp MGRC Stock Holding History

JPL Wealth 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
Q2 		– Sell
-14
Closed -$1.54K – 1939
2026
Q1 		$1.54K Buy
+14
New +$1.56K ﹤0.01% 1058

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 $3.37T AUM 44.26% 1-Year Est. Return

JPL Wealth Management's MGRC Position: Q2 2026 in Review

JPL Wealth Management sold out of McGrath RentCorp (MGRC) in Q2 2026, closing a stake of 14 shares — an estimated $1.54K sold.

JPL Wealth Management first reported a position in MGRC in Q1 2026 and held it in 1 quarter. The position peaked at $1.54K in Q1 2026. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • JPL Wealth Management reported no remaining McGrath RentCorp position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 14 McGrath RentCorp shares in Q2 2026, an estimated $1.54K.
  • JPL Wealth Management first reported a position in McGrath RentCorp in Q1 2026 and held it in 1 quarter.
  • JPL Wealth Management's McGrath RentCorp position peaked at $1.54K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.