Steward Partners Investment Advisory
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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
Q2 		– Sell
-64
Closed -$7.06K – 4791
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Channing Capital Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's MGRC Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of McGrath RentCorp (MGRC) in Q2 2026, closing a stake of 64 shares — an estimated $7.06K sold.

Steward Partners Investment Advisory first reported a position in MGRC in Q4 2023 and held it in 10 quarters. The position peaked at $536K in Q2 2024. 274 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining McGrath RentCorp position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 64 McGrath RentCorp shares in Q2 2026, an estimated $7.06K.
  • Steward Partners Investment Advisory first reported a position in McGrath RentCorp in Q4 2023 and held it in 10 quarters.
  • Steward Partners Investment Advisory's McGrath RentCorp position peaked at $536K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.