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 Q3	$40.3K	Buy	353 +2	+0.6%	+$232	0.01%	156
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Peterson Wealth Services's MGRC Position: Q3 2026 in Review

Peterson Wealth Services increased its McGrath RentCorp (MGRC) stake by 0.57% in Q3 2026, buying an estimated $232 and bringing the position to 353 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #156.

Peterson Wealth Services first reported a position in MGRC in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.7M in Q1 2024. 106 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

Peterson Wealth Services held 353 shares of McGrath RentCorp worth $40.3K as of Q3 2026.
Peterson Wealth Services bought 2 McGrath RentCorp shares in Q3 2026, an estimated $232.
McGrath RentCorp made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #156 holding.
Peterson Wealth Services first reported a position in McGrath RentCorp in Q1 2023 and has held it in 15 quarters since.
Peterson Wealth Services's McGrath RentCorp position peaked at $2.7M in Q1 2024.
106 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.