Caldwell Trust
MRVL icon

Caldwell Trust’s Marvell Technology MRVL Stock Holding History

Caldwell Trust’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
Q3 		$7M Buy
26,511
+1,951
+8% +$437K 0.55% 46
2026
Q2 		$7.32M Buy
24,560
+2,187
+10% +$439K 0.59% 45
2026
Q1 		$2.22M Buy
22,373
+2,512
+13% +$211K 0.2% 100
2025
Q4 		$1.69M Buy
19,861
+3,360
+20% +$294K 0.15% 121
2025
Q3 		$1.39M Buy
+16,501
New +$1.21M 0.13% 137

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Caldwell Trust's MRVL Position: Q3 2026 in Review

Caldwell Trust increased its Marvell Technology (MRVL) stake by 7.9% in Q3 2026, buying an estimated $437K and bringing the position to 26,511 shares worth $7M. The position accounts for 0.55% of the portfolio, ranked #46.

Caldwell Trust first reported a position in MRVL in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.32M in Q2 2026. 1,486 funds tracked by Wall St. Rank hold MRVL as of Q3 2026.

  • Caldwell Trust held 26,511 shares of Marvell Technology worth $7M as of Q3 2026.
  • Caldwell Trust bought 1,951 Marvell Technology shares in Q3 2026, an estimated $437K.
  • Marvell Technology made up 0.55% of Caldwell Trust's portfolio in Q3 2026, its #46 holding.
  • Caldwell Trust first reported a position in Marvell Technology in Q3 2025 and has held it in 5 quarters since.
  • Caldwell Trust's Marvell Technology position peaked at $7.32M in Q2 2026.
  • 1,486 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.