MGRC MCGRATH RENTCORP

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  25 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported MCGRATH RENTCORP (MGRC) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MGRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in MCGRATH RENTCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOTH FINANCIAL ADVISORY CORP held MGRC — position size vs. price
% of Fund (quarterly)    MGRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 208 +1 +0.5% 0.00% $23K 2026-04-16 $115.39
2025 Q4 REDUCED 207 -69 -25.0% 0.00% $22K 2026-01-20 $108.36
2025 Q3 ADDED 276 +1 +0.4% 0.00% $32K 2025-10-09 $114.42
2025 Q2 ADDED 275 +1 +0.4% 0.00% $32K 2025-07-14 $117.41
2025 Q1 ADDED 274 +1 +0.4% 0.00% $31K 2025-04-14 $104.52
2024 Q4 ADDED 273 +1 +0.4% 0.00% $31K 2025-01-21 $118.90
2024 Q3 UNCHANGED 272 0% 0.00% $29K 2024-10-21 $101.99
2024 Q2 ADDED 272 +1 +0.4% 0.00% $29K 2024-07-16 $109.33
2024 Q1 ADDED 271 +1 +0.4% 0.00% $33K 2024-04-16 $108.30
2023 Q4 UNCHANGED 270 0% 0.00% $32K 2024-01-26 $107.56
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOTH FINANCIAL ADVISORY CORP and MGRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOTH FINANCIAL ADVISORY CORP reported owning MGRC?

TOTH FINANCIAL ADVISORY CORP reported MGRC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MGRC position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for MGRC was 0.00% in 2023 Q4.

What is the latest reported MGRC position on this page?

The most recent filing on this page is 2026 Q1, when TOTH FINANCIAL ADVISORY CORP reported 208 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this MGRC ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly MGRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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