WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MGRC — Mcgrath Rentcorp
CIK 1632972
PLYMOUTH, MN
Position in MGRC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$567,025
+$55,547 QoQ
Shares Held
4,685
+1.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 41 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MGRC Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $18,796,210 across 14 Rental & Leasing Services names. MGRC ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
6,488 | $7,350,190 | |
| 2 | PRG |
PROG Holdings, Inc.
|
76,370 | $3,559,605 | |
| 3 | GATX |
Gatx Corp
|
12,066 | $2,137,974 | |
| 4 | AER |
AerCap Holdings N.V.
|
12,230 | $1,782,889 | |
| 5 | R |
Ryder System Inc
|
6,270 | $1,653,837 | |
| 6 | MGRC |
Mcgrath Rentcorp
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|
4,685 | $567,025 | |
| 7 | VSTS |
Vestis Corp
|
30,492 | $442,743 | |
| 8 | WSC |
WillScot Holdings Corp
|
10,056 | $290,216 |
All Filings in MGRC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,025 | 4,685 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $511,478 | 4,638 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $374,914 | 3,573 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $627,437 | 5,349 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $368,520 | 3,178 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $291,979 | 2,621 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $269,709 | 2,412 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $213,086 | 2,024 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $204,576 | 1,920 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||