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 Q3	$4.8K	Buy	+42	New	+$4.86K	﹤0.01%	1357
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

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

True Wealth Design's MGRC Position: Q3 2026 in Review

True Wealth Design opened a new position in McGrath RentCorp (MGRC) in Q3 2026: 42 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MGRC as recently as Q1 2026.

True Wealth Design first reported a position in MGRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.62K in Q3 2025. 17 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

True Wealth Design held 42 shares of McGrath RentCorp worth $4.8K as of Q3 2026.
McGrath RentCorp was a new True Wealth Design position in Q3 2026.
McGrath RentCorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1357 holding.
True Wealth Design first reported a position in McGrath RentCorp in Q2 2025 and has held it in 5 quarters since.
True Wealth Design's McGrath RentCorp position peaked at $9.62K in Q3 2025.
17 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.