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Neumeier Poma Investment Counsel’s McGrath RentCorp MGRC Stock Holding History

Neumeier Poma Investment Counsel’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
Q1 		$31.5M Sell
285,708
-6,295
-2% -$700K 2.6% 20
2025
Q4 		$30.6M Sell
292,003
-5,875
-2% -$637K 2.53% 19
2025
Q3 		$34.9M Buy
297,878
+92,472
+45% +$11.2M 2.86% 14
2025
Q2 		$23.8M Sell
205,406
-2,840
-1% -$315K 2.22% 22
2025
Q1 		$23.2M Buy
208,246
+3,440
+2% +$407K 2.49% 19
2024
Q4 		$22.9M Buy
204,806
+114,626
+127% +$13.1M 2.22% 21
2024
Q3 		$9.49M Sell
90,180
-2,795
-3% -$296K 0.9% 40
2024
Q2 		$9.91M Sell
92,975
-7,880
-8% -$868K 0.91% 40
2024
Q1 		$12.4M Sell
100,855
-154,630
-61% -$18.7M 1.14% 34
2023
Q4 		$30.6M Buy
255,485
+58,740
+30% +$6.11M 2.72% 21
2023
Q3 		$19.7M Buy
196,745
+56,575
+40% +$5.51M 1.93% 24
2023
Q2 		$13M Buy
+140,170
New +$12.8M 1.19% 34

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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 $2.9T AUM 29.55% 1-Year Est. Return

Neumeier Poma Investment Counsel's MGRC Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its McGrath RentCorp (MGRC) stake by 2.2% in Q1 2026, selling an estimated $700K and leaving 285,708 shares worth $31.5M. The position accounts for 2.6% of the portfolio, ranked #20.

Neumeier Poma Investment Counsel first reported a position in MGRC in Q2 2023 and has held it in 12 quarters since. The position peaked at $34.9M in Q3 2025. 258 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

  • Neumeier Poma Investment Counsel held 285,708 shares of McGrath RentCorp worth $31.5M as of Q1 2026.
  • Neumeier Poma Investment Counsel sold 6,295 McGrath RentCorp shares in Q1 2026, an estimated $700K.
  • McGrath RentCorp made up 2.6% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #20 holding.
  • Neumeier Poma Investment Counsel first reported a position in McGrath RentCorp in Q2 2023 and has held it in 12 quarters since.
  • Neumeier Poma Investment Counsel's McGrath RentCorp position peaked at $34.9M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.