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

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

Wealth Enhancement Advisory Services's MGRC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its McGrath RentCorp (MGRC) stake by 1% in Q2 2026, buying an estimated $5.34K and bringing the position to 4,685 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Wealth Enhancement Advisory Services first reported a position in MGRC in Q2 2024 and has held it in 9 quarters since. The position peaked at $613K in Q3 2025. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Wealth Enhancement Advisory Services held 4,685 shares of McGrath RentCorp worth $547K as of Q2 2026.
Wealth Enhancement Advisory Services bought 47 McGrath RentCorp shares in Q2 2026, an estimated $5.34K.
McGrath RentCorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2596 holding.
Wealth Enhancement Advisory Services first reported a position in McGrath RentCorp in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's McGrath RentCorp position peaked at $613K in Q3 2025.
275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.