Wealth Enhancement Advisory Services

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 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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return