Private Wealth Management Group’s McGrath RentCorp MGRC Stock Holding History

Private Wealth Management Group’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 Q2	–	Sell	-15	Closed	-$1.67K	–	1557
2025 Q1	$1.67K	Hold	15	–	–	﹤0.01%	1109
2024 Q4	$1.68K	Buy	+15	New	+$1.72K	﹤0.01%	1149
2024 Q3	–	Sell	-14	Closed	-$1.49K	–	1527
2024 Q2	$1.49K	Hold	14	–	–	﹤0.01%	1160
2024 Q1	$1.73K	Hold	14	–	–	﹤0.01%	1043
2023 Q4	$1.68K	Buy	+14	New	+$1.46K	﹤0.01%	1056

Other funds holding MGRC

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's MGRC Position: Q2 2025 in Review

Private Wealth Management Group sold out of McGrath RentCorp (MGRC) in Q2 2025, closing a stake of 15 shares — an estimated $1.67K sold.

Private Wealth Management Group first reported a position in MGRC in Q4 2023 and held it in 5 quarters. The position peaked at $1.73K in Q1 2024. 258 funds tracked by Wall St. Rank hold MGRC as of Q2 2025.

Private Wealth Management Group reported no remaining McGrath RentCorp position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 15 McGrath RentCorp shares in Q2 2025, an estimated $1.67K.
Private Wealth Management Group first reported a position in McGrath RentCorp in Q4 2023 and held it in 5 quarters.
Private Wealth Management Group's McGrath RentCorp position peaked at $1.73K in Q1 2024.
258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.