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Nicolet Advisory Services’s McGrath RentCorp MGRC Stock Holding History

Nicolet Advisory Services’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 		$216K Sell
1,969
-245
-11% -$26.6K 0.01% 395
2025
Q3 		$254K Buy
+2,214
New +$267K 0.02% 344

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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return

Nicolet Advisory Services's MGRC Position: Q4 2025 in Review

Nicolet Advisory Services reduced its McGrath RentCorp (MGRC) stake by 11% in Q4 2025, selling an estimated $26.6K and leaving 1,969 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #395.

Nicolet Advisory Services first reported a position in MGRC in Q3 2025 and has held it in 2 quarters since. The position peaked at $254K in Q3 2025. 272 funds tracked by Wall St. Rank hold MGRC as of Q4 2025.

  • Nicolet Advisory Services held 1,969 shares of McGrath RentCorp worth $216K as of Q4 2025.
  • Nicolet Advisory Services sold 245 McGrath RentCorp shares in Q4 2025, an estimated $26.6K.
  • McGrath RentCorp made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #395 holding.
  • Nicolet Advisory Services first reported a position in McGrath RentCorp in Q3 2025 and has held it in 2 quarters since.
  • Nicolet Advisory Services's McGrath RentCorp position peaked at $254K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.