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Castle Rock Wealth Management’s Marvell Technology MRVL Stock Holding History

Castle Rock Wealth 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
Q3 		$973K Buy
3,389
+12
+0.4% +$2.69K 0.18% 121
2026
Q2 		$919K Buy
3,377
+150
+5% +$30.1K 0.18% 131
2026
Q1 		$346K Buy
3,227
+40
+1% +$3.36K 0.07% 201
2025
Q4 		$233K Sell
3,187
-33
-1% -$2.89K 0.05% 244
2025
Q3 		$279K Sell
3,220
-1,802
-36% -$133K 0.06% 218
2025
Q2 		$369K Sell
5,022
-23,475
-82% -$1.47M 0.09% 179
2025
Q1 		$1.78M Buy
28,497
+12,214
+75% +$1.18M 0.48% 55
2024
Q4 		$1.73M Buy
16,283
+10,157
+166% +$943K 0.41% 65
2024
Q3 		$450K Sell
6,126
-408
-6% -$28.2K 0.11% 161
2024
Q2 		$464K Buy
6,534
+217
+3% +$15.2K 0.12% 153
2024
Q1 		$403K Buy
6,317
+321
+5% +$22K 0.11% 161
2023
Q4 		$358K Sell
5,996
-231
-4% -$12.5K 0.11% 164
2023
Q3 		$340K Buy
6,227
+978
+19% +$57.7K 0.11% 155
2023
Q2 		$314K Buy
+5,249
New +$255K 0.11% 164
2022
Q4 		– Sell
-11,049
Closed -$427K – 226
2022
Q3 		$427K Sell
11,049
-77
-0.7% -$3.81K 0.22% 121
2022
Q2 		$518K Buy
11,126
+5,383
+94% +$305K 0.26% 108
2022
Q1 		$366K Buy
+5,743
New +$414K 0.17% 161

Other funds holding MRVL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Castle Rock Wealth Management's MRVL Position: Q3 2026 in Review

Castle Rock Wealth Management increased its Marvell Technology (MRVL) stake by 0.36% in Q3 2026, buying an estimated $2.69K and bringing the position to 3,389 shares worth $973K. The position accounts for 0.18% of the portfolio, ranked #121.

Castle Rock Wealth Management first reported a position in MRVL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.78M in Q1 2025. 96 funds tracked by Wall St. Rank hold MRVL as of Q3 2026.

  • Castle Rock Wealth Management held 3,389 shares of Marvell Technology worth $973K as of Q3 2026.
  • Castle Rock Wealth Management bought 12 Marvell Technology shares in Q3 2026, an estimated $2.69K.
  • Marvell Technology made up 0.18% of Castle Rock Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Castle Rock Wealth Management first reported a position in Marvell Technology in Q1 2022 and has held it in 17 quarters since.
  • Castle Rock Wealth Management's Marvell Technology position peaked at $1.78M in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.