Steward Partners Investment Advisory’s McGrath RentCorp MGRC Stock Holding History

Steward Partners Investment Advisory’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	$7.06K	Sell	64 -11	-15%	-$1.22K	﹤0.01%	3688
2025 Q4	$7.87K	Hold	75	–	–	﹤0.01%	3540
2025 Q3	$8.8K	Buy	75 +16	+27%	+$1.93K	﹤0.01%	3457
2025 Q2	$6.84K	Sell	59 -2,187	-97%	-$243K	﹤0.01%	3365
2025 Q1	$250K	Sell	2,246 -710	-24%	-$83.9K	﹤0.01%	1540
2024 Q4	$331K	Sell	2,956 -1,116	-27%	-$128K	﹤0.01%	1353
2024 Q3	$429K	Sell	4,072 -960	-19%	-$102K	﹤0.01%	1172
2024 Q2	$536K	Buy	5,032 +1,440	+40%	+$159K	0.01%	1037
2024 Q1	$443K	Buy	3,592 +2,617	+268%	+$316K	﹤0.01%	1105
2023 Q4	$117K	Buy	+975	New	+$101K	﹤0.01%	1615

Other funds holding MGRC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 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

Steward Partners Investment Advisory's MGRC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its McGrath RentCorp (MGRC) stake by 15% in Q1 2026, selling an estimated $1.22K and leaving 64 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

Steward Partners Investment Advisory first reported a position in MGRC in Q4 2023 and has held it in 10 quarters since. The position peaked at $536K in Q2 2024. 258 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

Steward Partners Investment Advisory held 64 shares of McGrath RentCorp worth $7.06K as of Q1 2026.
Steward Partners Investment Advisory sold 11 McGrath RentCorp shares in Q1 2026, an estimated $1.22K.
McGrath RentCorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3688 holding.
Steward Partners Investment Advisory first reported a position in McGrath RentCorp in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's McGrath RentCorp position peaked at $536K in Q2 2024.
258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.