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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caldwell Trust's MRVL Position: Q1 2026 in Review

Caldwell Trust increased its Marvell Technology (MRVL) stake by 13% in Q1 2026, buying an estimated $211K and bringing the position to 22,373 shares worth $2.22M. The position accounts for 0.2% of the portfolio, ranked #100.

Caldwell Trust first reported a position in MRVL in Q3 2025 and has held it in 3 quarters since. 1,537 funds tracked by Wall St. Rank hold MRVL as of Q1 2026.

  • Caldwell Trust held 22,373 shares of Marvell Technology worth $2.22M as of Q1 2026.
  • Caldwell Trust bought 2,512 Marvell Technology shares in Q1 2026, an estimated $211K.
  • Marvell Technology made up 0.2% of Caldwell Trust's portfolio in Q1 2026, its #100 holding.
  • Caldwell Trust first reported a position in Marvell Technology in Q3 2025 and has held it in 3 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.