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True Wealth Design’s McGrath RentCorp MGRC Stock Holding History

True Wealth Design’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
-1
Closed -$111 – 2799
2026
Q1 		$111 Sell
1
-20
-95% -$2.22K ﹤0.01% 2453
2025
Q4 		$2.2K Sell
21
-61
-74% -$6.61K ﹤0.01% 1417
2025
Q3 		$9.62K Buy
82
+25
+44% +$3.02K ﹤0.01% 841
2025
Q2 		$6.61K Buy
+57
New +$6.33K ﹤0.01% 708

Other funds holding MGRC

BlackRock
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
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
CCM
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 $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's MGRC Position: Q2 2026 in Review

True Wealth Design sold out of McGrath RentCorp (MGRC) in Q2 2026, closing a stake of 1 share — an estimated $111 sold.

True Wealth Design first reported a position in MGRC in Q2 2025 and held it in 4 quarters. The position peaked at $9.62K in Q3 2025. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

  • True Wealth Design reported no remaining McGrath RentCorp position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 McGrath RentCorp share in Q2 2026, an estimated $111.
  • True Wealth Design first reported a position in McGrath RentCorp in Q2 2025 and held it in 4 quarters.
  • True Wealth Design's McGrath RentCorp position peaked at $9.62K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.