EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
MGRC holding history
McGrath Rentcorp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MGRC overviewAll 13F holders of MGRCFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,316
- Value
- $401.3K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,316 | $401.3K | <0.1% | −25−0.7% | Reduced | Holders |
| Q1 2026 | 3,341 | $368.4K | <0.1% | +25+0.8% | Added | Holders |
| Q4 2025 | 3,316 | $347.9K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 3,521 | $408.3K | <0.1% | +1,106+45.8% | Added | Holders |
| Q1 2025 | 2,415 | $269.0K | <0.1% | −10.0% | Reduced | Holders |
| Q4 2024 | 2,416 | $270.2K | <0.1% | +239+11.0% | Added | Holders |
| Q3 2024 | 2,177 | $229.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,177 | $232.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 2,177 | $268.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 2,177 | $260.4K | <0.1% | −32−1.4% | Reduced | Holders |
| Q3 2023 | 2,209 | $221.4K | <0.1% | +2,209 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −1,581−100.0% | Sold out | Holders |
| Q1 2023 | 1,581 | $323.3K | <0.1% | −569−26.5% | Reduced | Holders |
| Q4 2022 | 2,150 | $212.3K | <0.1% | +2,150 | New | Holders |