Back to MGRC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MGRC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MGRC Position History
McGrath RentCorp • Industrials
Quarters held
5
Latest value
$737K
Q3 2026
Peak value
$737K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $613K |
| Q4 2025 | $385K |
| Q1 2026 | $499K |
| Q2 2026 | $547K |
| Q3 2026 | $737K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $737K | 6.5K | — | — |
| Q2 2026 | $547K | 4.7K | — | — |
| Q1 2026 | $499K | 4.6K | — | — |
| Q4 2025 | $385K | 3.6K | — | — |
| Q3 2025 | $613K | 5.3K | — | — |
Other funds holding MGRC
$309M
$297.1M
$291.8M
$263.4M
$121.4M
$117.5M
$110.8M
$103.8M