Welch & Forbes’s McGrath RentCorp MGRC Stock Holding History

Welch & Forbes’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	$315K	Hold	2,600	–	–	﹤0.01%	331
2026 Q1	$287K	Hold	2,600	–	–	﹤0.01%	330
2025 Q4	$273K	Hold	2,600	–	–	﹤0.01%	335
2025 Q3	$305K	Hold	2,600	–	–	﹤0.01%	326
2025 Q2	$301K	Hold	2,600	–	–	﹤0.01%	324
2025 Q1	$290K	Hold	2,600	–	–	﹤0.01%	323
2024 Q4	$291K	Hold	2,600	–	–	﹤0.01%	331
2024 Q3	$274K	Hold	2,600	–	–	﹤0.01%	343
2024 Q2	$273K	Hold	2,600	–	–	﹤0.01%	338
2024 Q1	$321K	Hold	2,600	–	–	﹤0.01%	324
2023 Q4	$311K	Hold	2,600	–	–	﹤0.01%	329
2023 Q3	$261K	Hold	2,600	–	–	﹤0.01%	340
2023 Q2	$240K	Hold	2,600	–	–	﹤0.01%	350
2023 Q1	$243K	Hold	2,600	–	–	﹤0.01%	345
2022 Q4	$257K	Hold	2,600	–	–	﹤0.01%	344
2022 Q3	$218K	Buy	+2,600	New	+$216K	﹤0.01%	356

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

Welch & Forbes's MGRC Position: Q2 2026 in Review

Welch & Forbes held its McGrath RentCorp (MGRC) position steady in Q2 2026 at 2,600 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Welch & Forbes first reported a position in MGRC in Q3 2022 and has held it in 16 quarters since. The position peaked at $321K in Q1 2024. 275 funds tracked by Wall St. Rank hold MGRC as of Q2 2026.

Welch & Forbes held 2,600 shares of McGrath RentCorp worth $315K as of Q2 2026.
Welch & Forbes left its McGrath RentCorp share count unchanged in Q2 2026.
McGrath RentCorp made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #331 holding.
Welch & Forbes first reported a position in McGrath RentCorp in Q3 2022 and has held it in 16 quarters since.
Welch & Forbes's McGrath RentCorp position peaked at $321K in Q1 2024.
275 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.