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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
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

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

Caldwell Trust's MRVL Position: Q2 2026 in Review

Caldwell Trust increased its Marvell Technology (MRVL) stake by 9.8% in Q2 2026, buying an estimated $439K and bringing the position to 24,560 shares worth $7.32M. The position accounts for 0.59% of the portfolio, ranked #45.

Caldwell Trust first reported a position in MRVL in Q3 2025 and has held it in 4 quarters since. 2,221 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Caldwell Trust held 24,560 shares of Marvell Technology worth $7.32M as of Q2 2026.
  • Caldwell Trust bought 2,187 Marvell Technology shares in Q2 2026, an estimated $439K.
  • Marvell Technology made up 0.59% of Caldwell Trust's portfolio in Q2 2026, its #45 holding.
  • Caldwell Trust first reported a position in Marvell Technology in Q3 2025 and has held it in 4 quarters since.
  • 2,221 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.