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Congress Wealth Management’s Marvell Technology MRVL Stock Holding History

Congress 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
2025
Q2 		$4.62M Buy
59,693
+6,163
+12% +$385K 0.04% 400
2025
Q1 		$3.31M Buy
53,530
+42,354
+379% +$4.11M 0.04% 390
2024
Q4 		$1.23M Buy
+11,176
New +$1.04M 0.02% 492
2024
Q3 		– Sell
-3,392
Closed -$237K – 861
2024
Q2 		$237K Buy
+3,392
New +$238K ﹤0.01% 662
2024
Q1 		– Sell
-9,383
Closed -$566K – 617
2023
Q4 		$566K Buy
+9,383
New +$507K 0.01% 450

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's MRVL Position: Q2 2025 in Review

Congress Wealth Management increased its Marvell Technology (MRVL) stake by 12% in Q2 2025, buying an estimated $385K and bringing the position to 59,693 shares worth $4.62M. The position accounts for 0.04% of the portfolio, ranked #400.

Congress Wealth Management first reported a position in MRVL in Q4 2023 and has held it in 5 quarters since. 1,326 funds tracked by Wall St. Rank hold MRVL as of Q2 2025.

  • Congress Wealth Management held 59,693 shares of Marvell Technology worth $4.62M as of Q2 2025.
  • Congress Wealth Management bought 6,163 Marvell Technology shares in Q2 2025, an estimated $385K.
  • Marvell Technology made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #400 holding.
  • Congress Wealth Management first reported a position in Marvell Technology in Q4 2023 and has held it in 5 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.