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Mount Yale Investment Advisors’s McGrath RentCorp MGRC Stock Holding History

Mount Yale Investment Advisors’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 		$242K Buy
+1,996
New +$227K ﹤0.01% 1075
2025
Q4 		– Sell
-2,157
Closed -$253K – 775
2025
Q3 		$253K Buy
2,157
+1,663
+337% +$201K 0.02% 559
2025
Q2 		$57.3K Buy
+494
New +$54.8K ﹤0.01% 782

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 $3.38T AUM 44.17% 1-Year Est. Return

Mount Yale Investment Advisors's MGRC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in McGrath RentCorp (MGRC) in Q2 2026: 1,996 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MGRC as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in MGRC in Q2 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 274 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Mount Yale Investment Advisors held 1,996 shares of McGrath RentCorp worth $242K as of Q2 2026.
  • McGrath RentCorp was a new Mount Yale Investment Advisors position in Q2 2026.
  • McGrath RentCorp made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1075 holding.
  • Mount Yale Investment Advisors first reported a position in McGrath RentCorp in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's McGrath RentCorp position peaked at $253K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.