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Kestra Investment Management’s McGrath RentCorp MGRC Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-4
Closed -$446 – 790
2025
Q2 		$446 Hold
4
– – ﹤0.01% 987
2025
Q1 		$446 Buy
+4
New +$473 ﹤0.01% 890

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Investment Management's MGRC Position: Q3 2025 in Review

Kestra Investment Management sold out of McGrath RentCorp (MGRC) in Q3 2025, closing a stake of 4 shares — an estimated $446 sold.

Kestra Investment Management first reported a position in MGRC in Q1 2025 and held it in 2 quarters. The position peaked at $446 in Q2 2025. 287 funds tracked by Wall St. Rank hold MGRC as of Q3 2025.

  • Kestra Investment Management reported no remaining McGrath RentCorp position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 4 McGrath RentCorp shares in Q3 2025, an estimated $446.
  • Kestra Investment Management first reported a position in McGrath RentCorp in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's McGrath RentCorp position peaked at $446 in Q2 2025.
  • 287 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.