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EP Wealth Advisors’s Marvell Technology MRVL Stock Holding History

EP Wealth Advisors’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 		$21.2M Buy
71,092
+36,609
+106% +$7.34M 0.08% 168
2026
Q1 		$3.42M Sell
34,483
-19,493
-36% -$1.64M 0.02% 371
2025
Q4 		$4.59M Buy
+53,976
New +$4.72M 0.02% 296
2025
Q2 		$501K Sell
6,468
-44,182
-87% -$2.76M ﹤0.01% 781
2025
Q1 		$3.12M Buy
50,650
+46,779
+1,208% +$4.54M 0.02% 288
2024
Q4 		$428K Sell
3,871
-4,528
-54% -$420K ﹤0.01% 746
2024
Q3 		$606K Buy
8,399
+688
+9% +$47.5K 0.01% 635
2024
Q2 		$539K Buy
7,711
+1,031
+15% +$72.2K 0.01% 519
2024
Q1 		$473K Buy
6,680
+105
+2% +$7.19K 0.01% 519
2023
Q4 		$397K Sell
6,575
-855
-12% -$46.2K 0.01% 548
2023
Q3 		$402K Sell
7,430
-42,570
-85% -$2.51M 0.01% 501
2023
Q2 		$435K Buy
50,000
+43,209
+636% +$2.1M 0.01% 497
2023
Q1 		$1.04M Buy
6,791
+1,164
+21% +$49K 0.02% 297
2022
Q4 		$208K Buy
+5,627
New +$230K ﹤0.01% 544
2022
Q3 		– Sell
-18,853
Closed -$821K – 520
2022
Q2 		$821K Buy
18,853
+8,898
+89% +$504K 0.02% 283
2022
Q1 		$714K Buy
9,955
+1,202
+14% +$86.6K 0.02% 312
2021
Q4 		$766K Buy
8,753
+899
+11% +$67.1K 0.02% 289
2021
Q3 		$474K Sell
7,854
-236
-3% -$14.1K 0.01% 343
2021
Q2 		$472K Buy
8,090
+1,339
+20% +$65.4K 0.01% 347
2021
Q1 		$331K Buy
6,751
+601
+10% +$29.5K 0.01% 389
2020
Q4 		$292K Sell
6,150
-1,107
-15% -$47.9K 0.01% 345
2020
Q3 		$288K Buy
7,257
+510
+8% +$18.8K 0.01% 295
2020
Q2 		$237K Buy
+6,747
New +$198K 0.01% 342

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

EP Wealth Advisors's MRVL Position: Q2 2026 in Review

EP Wealth Advisors increased its Marvell Technology (MRVL) stake by 106% in Q2 2026, buying an estimated $7.34M and bringing the position to 71,092 shares worth $21.2M. The position accounts for 0.08% of the portfolio, ranked #168.

EP Wealth Advisors first reported a position in MRVL in Q2 2020 and has held it in 23 quarters since. 2,204 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • EP Wealth Advisors held 71,092 shares of Marvell Technology worth $21.2M as of Q2 2026.
  • EP Wealth Advisors bought 36,609 Marvell Technology shares in Q2 2026, an estimated $7.34M.
  • Marvell Technology made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • EP Wealth Advisors first reported a position in Marvell Technology in Q2 2020 and has held it in 23 quarters since.
  • 2,204 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.