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SageView Advisory Group’s McGrath RentCorp MGRC Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-24
Closed -$2.52K – 1699
2025
Q4 		$2.52K Buy
+24
New +$2.6K ﹤0.01% 2173

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's MGRC Position: Q1 2026 in Review

SageView Advisory Group sold out of McGrath RentCorp (MGRC) in Q1 2026, closing a stake of 24 shares — an estimated $2.52K sold.

SageView Advisory Group first reported a position in MGRC in Q4 2025 and held it in 1 quarter. The position peaked at $2.52K in Q4 2025. 259 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

  • SageView Advisory Group reported no remaining McGrath RentCorp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 24 McGrath RentCorp shares in Q1 2026, an estimated $2.52K.
  • SageView Advisory Group first reported a position in McGrath RentCorp in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's McGrath RentCorp position peaked at $2.52K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.