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Phillips Wealth Planners’s McGrath RentCorp MGRC Stock Holding History

Phillips Wealth Planners’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 		$292K Buy
+2,565
New +$285K 0.22% 159
2025
Q4 		– Sell
-1,981
Closed -$225K – 204
2025
Q3 		$225K Buy
+1,981
New +$239K 0.19% 184

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 $3.91B AUM 34.32% 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

Phillips Wealth Planners's MGRC Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in McGrath RentCorp (MGRC) in Q1 2026: 2,565 shares worth $292K. The stake represents 0.22% of the portfolio and ranks #159 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in MGRC as recently as Q3 2025.

Phillips Wealth Planners first reported a position in MGRC in Q3 2025 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

  • Phillips Wealth Planners held 2,565 shares of McGrath RentCorp worth $292K as of Q1 2026.
  • McGrath RentCorp was a new Phillips Wealth Planners position in Q1 2026.
  • McGrath RentCorp made up 0.22% of Phillips Wealth Planners's portfolio in Q1 2026, its #159 holding.
  • Phillips Wealth Planners first reported a position in McGrath RentCorp in Q3 2025 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.