Wealth Enhancement Advisory Services
MGRC icon

Wealth Enhancement Advisory Services’s McGrath RentCorp MGRC Stock Holding History

Wealth Enhancement Advisory Services’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 		$737K Buy
6,536
+1,851
+40% +$214K ﹤0.01% 2439
2026
Q2 		$547K Buy
4,685
+47
+1% +$5.34K ﹤0.01% 2596
2026
Q1 		$499K Buy
4,638
+1,065
+30% +$118K ﹤0.01% 2320
2025
Q4 		$385K Sell
3,573
-1,776
-33% -$193K ﹤0.01% 2694
2025
Q3 		$613K Buy
5,349
+2,171
+68% +$262K ﹤0.01% 2200
2025
Q2 		$384K Buy
3,178
+557
+21% +$61.8K ﹤0.01% 2428
2025
Q1 		$292K Buy
2,621
+209
+9% +$24.7K ﹤0.01% 2468
2024
Q4 		$270K Buy
2,412
+388
+19% +$44.5K ﹤0.01% 2461
2024
Q3 		$213K Buy
2,024
+104
+5% +$11K ﹤0.01% 2413
2024
Q2 		$205K Buy
+1,920
New +$211K ﹤0.01% 2284

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
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
CI
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's MGRC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its McGrath RentCorp (MGRC) stake by 40% in Q3 2026, buying an estimated $214K and bringing the position to 6,536 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Wealth Enhancement Advisory Services first reported a position in MGRC in Q2 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold MGRC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 6,536 shares of McGrath RentCorp worth $737K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,851 McGrath RentCorp shares in Q3 2026, an estimated $214K.
  • McGrath RentCorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2439 holding.
  • Wealth Enhancement Advisory Services first reported a position in McGrath RentCorp in Q2 2024 and has held it in 10 quarters since.
  • 17 funds tracked by Wall St. Rank held McGrath RentCorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.