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Bourgeon Capital Management’s Marvell Technology MRVL Stock Holding History

Bourgeon Capital Management’s Portfolio MRVL Stock Details MRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7M Sell
83,069
-93,135
-53% -$18.7M 3.64% 4
2026
Q1 		$17.5M Sell
176,204
-2,502
-1% -$210K 3.02% 7
2025
Q4 		$15.2M Sell
178,706
-2,955
-2% -$259K 2.46% 14
2025
Q3 		$15.3M Buy
181,661
+13,589
+8% +$1M 2.76% 7
2025
Q2 		$13M Buy
168,072
+1,889
+1% +$118K 2.57% 11
2025
Q1 		$10.2M Buy
166,183
+39,085
+31% +$3.79M 2.2% 18
2024
Q4 		$14M Sell
127,098
-2,188
-2% -$203K 2.62% 10
2024
Q3 		$9.32M Sell
129,286
-233
-0.2% -$16.1K 1.79% 27
2024
Q2 		$9.05M Buy
129,519
+2,553
+2% +$179K 1.77% 24
2024
Q1 		$9M Buy
126,966
+125,946
+12,348% +$8.63M 1.76% 25
2023
Q4 		$61.5K Buy
1,020
+500
+96% +$27K 0.01% 140
2023
Q3 		$28.1K Hold
520
– – 0.01% 175
2023
Q2 		$31.1K Hold
520
– – 0.01% 183
2023
Q1 		$22.5K Buy
520
+420
+420% +$17.7K 0.01% 185
2022
Q4 		$3.7K Buy
+100
New +$4.08K ﹤0.01% 288

Other funds holding MRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bourgeon Capital Management's MRVL Position: Q2 2026 in Review

Bourgeon Capital Management reduced its Marvell Technology (MRVL) stake by 53% in Q2 2026, selling an estimated $18.7M and leaving 83,069 shares worth $24.7M. The position accounts for 3.64% of the portfolio, ranked #4.

Bourgeon Capital Management first reported a position in MRVL in Q4 2022 and has held it in 15 quarters since. 2,212 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Bourgeon Capital Management held 83,069 shares of Marvell Technology worth $24.7M as of Q2 2026.
  • Bourgeon Capital Management sold 93,135 Marvell Technology shares in Q2 2026, an estimated $18.7M.
  • Marvell Technology made up 3.64% of Bourgeon Capital Management's portfolio in Q2 2026, its #4 holding.
  • Bourgeon Capital Management first reported a position in Marvell Technology in Q4 2022 and has held it in 15 quarters since.
  • 2,212 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.