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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's MGRC Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of McGrath RentCorp (MGRC) in Q4 2025, closing a stake of 2,157 shares — an estimated $253K sold.

Mount Yale Investment Advisors first reported a position in MGRC in Q2 2025 and held it in 2 quarters. The position peaked at $253K in Q3 2025. 272 funds tracked by Wall St. Rank hold MGRC as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining McGrath RentCorp position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,157 McGrath RentCorp shares in Q4 2025, an estimated $253K.
  • Mount Yale Investment Advisors first reported a position in McGrath RentCorp in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's McGrath RentCorp position peaked at $253K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.