Stephens Consulting’s McGrath RentCorp MGRC Stock Holding History

Stephens Consulting’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	-5	Closed	-$557	–	1660
2025 Q1	$557	Buy	+5	New	+$591	﹤0.01%	903

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

Stephens Consulting's MGRC Position: Q2 2025 in Review

Stephens Consulting sold out of McGrath RentCorp (MGRC) in Q2 2025, closing a stake of 5 shares — an estimated $557 sold.

Stephens Consulting first reported a position in MGRC in Q1 2025 and held it in 1 quarter. The position peaked at $557 in Q1 2025. 258 funds tracked by Wall St. Rank hold MGRC as of Q2 2025.

Stephens Consulting reported no remaining McGrath RentCorp position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 McGrath RentCorp shares in Q2 2025, an estimated $557.
Stephens Consulting first reported a position in McGrath RentCorp in Q1 2025 and held it in 1 quarter.
Stephens Consulting's McGrath RentCorp position peaked at $557 in Q1 2025.
258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.