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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
Q2 		$243K Sell
2,139
-426
-17% -$48.4K 0.18% 182
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phillips Wealth Planners's MGRC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its McGrath RentCorp (MGRC) stake by 17% in Q2 2026, selling an estimated $48.4K and leaving 2,139 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #182.

Phillips Wealth Planners first reported a position in MGRC in Q3 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Phillips Wealth Planners held 2,139 shares of McGrath RentCorp worth $243K as of Q2 2026.
  • Phillips Wealth Planners sold 426 McGrath RentCorp shares in Q2 2026, an estimated $48.4K.
  • McGrath RentCorp made up 0.18% of Phillips Wealth Planners's portfolio in Q2 2026, its #182 holding.
  • Phillips Wealth Planners first reported a position in McGrath RentCorp in Q3 2025 and has held it in 3 quarters since.
  • Phillips Wealth Planners's McGrath RentCorp position peaked at $292K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.