Peterson Wealth Services’s McGrath RentCorp MGRC Stock Holding History

Peterson Wealth 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
2026 Q2	$42.5K	Buy	351 +1	+0.3%	+$114	0.01%	163
2026 Q1	$38.6K	Buy	350 +2	+0.6%	+$222	0.01%	164
2025 Q4	$36.5K	Sell	348 -21,011	-98%	-$2.28M	0.01%	160
2025 Q3	$40.7K	Buy	21,359 +21,014	+6,091%	+$2.54M	0.01%	163
2025 Q2	$40K	Buy	345 +1	+0.3%	+$111	0.01%	158
2025 Q1	$38.3K	Buy	344 +2	+0.6%	+$236	0.01%	159
2024 Q4	$38.3K	Buy	342 +1	+0.3%	+$115	0.01%	155
2024 Q3	$35.9K	Sell	341 -22,039	-98%	-$2.34M	0.01%	167
2024 Q2	$2.38M	Buy	22,380 +455	+2%	+$50.1K	0.83%	38
2024 Q1	$2.7M	Buy	21,925 +4,442	+25%	+$537K	0.99%	36
2023 Q4	$2.09M	Sell	17,483 -4,830	-22%	-$502K	0.9%	36
2023 Q3	$2.24M	Buy	22,313 +950	+4%	+$92.5K	1.67%	27
2023 Q2	$1.98M	Buy	21,363 +2,513	+13%	+$230K	0.95%	36
2023 Q1	$1.76M	Buy	+18,850	New	+$1.86M	0.91%	42

Other funds holding MGRC

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Peterson Wealth Services's MGRC Position: Q2 2026 in Review

Peterson Wealth Services increased its McGrath RentCorp (MGRC) stake by 0.29% in Q2 2026, buying an estimated $114 and bringing the position to 351 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #163.

Peterson Wealth Services first reported a position in MGRC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.7M in Q1 2024. 57 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Peterson Wealth Services held 351 shares of McGrath RentCorp worth $42.5K as of Q2 2026.
Peterson Wealth Services bought 1 McGrath RentCorp share in Q2 2026, an estimated $114.
McGrath RentCorp made up 0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #163 holding.
Peterson Wealth Services first reported a position in McGrath RentCorp in Q1 2023 and has held it in 14 quarters since.
Peterson Wealth Services's McGrath RentCorp position peaked at $2.7M in Q1 2024.
57 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.