Summit Global Investments’s McGrath RentCorp MGRC Stock Holding History

Summit Global Investments’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	$280K	Hold	2,314	–	–	0.02%	466
2026 Q1	$255K	Sell	2,314 -102	-4%	-$11.3K	0.02%	444
2025 Q4	$254K	Sell	2,416 -43	-2%	-$4.66K	0.02%	433
2025 Q3	$288K	Sell	2,459 -2,512	-51%	-$303K	0.02%	402
2025 Q2	$576K	Buy	4,971 +114	+2%	+$12.7K	0.03%	281
2025 Q1	$541K	Buy	+4,857	New	+$574K	0.04%	276
2023 Q3	–	Sell	-2,525	Closed	-$234K	–	572
2023 Q2	$234K	Sell	2,525 -1,125	-31%	-$103K	0.02%	481
2023 Q1	$341K	Hold	3,650	–	–	0.03%	403
2022 Q4	$360K	Hold	3,650	–	–	0.03%	375
2022 Q3	$306K	Buy	3,650 +50	+1%	+$4.15K	0.03%	396
2022 Q2	$274K	Buy	+3,600	New	+$293K	0.02%	415
2020 Q1	–	Sell	-9,100	Closed	-$697K	–	266
2019 Q4	$697K	Buy	+9,100	New	+$660K	0.08%	250
2017 Q2	–	Sell	-14,000	Closed	-$470K	–	266
2017 Q1	$470K	Hold	14,000	–	–	0.15%	144
2016 Q4	$549K	Buy	+14,000	New	+$489K	0.2%	91

Other funds holding MGRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Global Investments's MGRC Position: Q2 2026 in Review

Summit Global Investments held its McGrath RentCorp (MGRC) position steady in Q2 2026 at 2,314 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #466.

Summit Global Investments first reported a position in MGRC in Q4 2016 and has held it in 14 quarters since. The position peaked at $697K in Q4 2019. 274 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Summit Global Investments held 2,314 shares of McGrath RentCorp worth $280K as of Q2 2026.
Summit Global Investments left its McGrath RentCorp share count unchanged in Q2 2026.
McGrath RentCorp made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #466 holding.
Summit Global Investments first reported a position in McGrath RentCorp in Q4 2016 and has held it in 14 quarters since.
Summit Global Investments's McGrath RentCorp position peaked at $697K in Q4 2019.
274 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.