Congress Wealth Management LLC / DE / »

McGrath Rent shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of McGrath Rent (MGRC) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in McGrath Rent

Tip: Access up to 7 years of quarterly data

All positions including McGrath Rent held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in McGrath Rent by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.7M 32k 115.96

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding McGrath Rent

Vanguard Group
River Road Asset Management
BlackRock
Eminence Capital
Victory Capital Management
Dimensional Fund Advisors
Franklin Resources
Geode Capital Management
Channing Capital Management
State Street Corporation
Hawk Ridge Management
Morgan Stanley
Snyder Capital Management
Silvercrest Asset Management Group
Loomis, Sayles and

View all funds holding McGrath Rent