Spire Wealth Management
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Spire Wealth Management’s McGrath RentCorp MGRC Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-104
Closed -$12.1K – 2433
2025
Q2 		$12.1K Buy
+104
New +$11.5K ﹤0.01% 1658

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
River Road Asset Management
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Spire Wealth Management's MGRC Position: Q3 2025 in Review

Spire Wealth Management sold out of McGrath RentCorp (MGRC) in Q3 2025, closing a stake of 104 shares — an estimated $12.1K sold.

Spire Wealth Management first reported a position in MGRC in Q2 2025 and held it in 1 quarter. The position peaked at $12.1K in Q2 2025. 287 funds tracked by Wall St. Rank hold MGRC as of Q3 2025.

  • Spire Wealth Management reported no remaining McGrath RentCorp position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 104 McGrath RentCorp shares in Q3 2025, an estimated $12.1K.
  • Spire Wealth Management first reported a position in McGrath RentCorp in Q2 2025 and held it in 1 quarter.
  • Spire Wealth Management's McGrath RentCorp position peaked at $12.1K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.