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Creative Planning MGRC Position History
McGrath RentCorp • Industrials
Quarters held
8
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $39K |
| Q4 2025 | $739K |
| Q1 2026 | $1.3M |
| Q2 2026 | $11K |
| Q2 2026 | $2.3M |
| Q3 2026 | $5K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 22.2K | — | — |
| Q3 2026 | $5K | 40 | — | — |
| Q2 2026 | $2.3M | 19.1K | — | — |
| Q2 2026 | $11K | 87 | — | — |
| Q1 2026 | $1.3M | 11.7K | — | — |
| Q4 2025 | $739K | 7.0K | — | — |
| Q3 2025 | $39K | 331 | — | — |
| Q3 2025 | $1.6M | 13.4K | — | — |
Other funds holding MGRC
$309M
$297.1M
$291.8M
$263.4M
$121.4M
$117.5M
$110.8M
$103.8M