WPA
MGRC icon

Wealth Preservation Advisors’s McGrath RentCorp MGRC Stock Holding History

Wealth Preservation Advisors’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
Q1 		– Sell
-46
Closed -$4.83K – 1131
2025
Q4 		$4.83K Buy
46
+11
+31% +$1.19K ﹤0.01% 383
2025
Q3 		$4.11K Buy
+35
New +$4.22K ﹤0.01% 396

Other funds holding MGRC

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Preservation Advisors's MGRC Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of McGrath RentCorp (MGRC) in Q1 2026, closing a stake of 46 shares — an estimated $4.83K sold.

Wealth Preservation Advisors first reported a position in MGRC in Q3 2025 and held it in 2 quarters. The position peaked at $4.83K in Q4 2025. 258 funds tracked by Wall St. Rank hold MGRC as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining McGrath RentCorp position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 46 McGrath RentCorp shares in Q1 2026, an estimated $4.83K.
  • Wealth Preservation Advisors first reported a position in McGrath RentCorp in Q3 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's McGrath RentCorp position peaked at $4.83K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held McGrath RentCorp as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.