Heritage Oak Wealth Advisors’s Marvell Technology MRVL Stock Holding History

Heritage Oak 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	$355K	Buy	+1,192	New	+$239K	0.1%	69

Other funds holding MRVL

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TEC

Tensor Edge Capital Weston, Massachusetts $1.51B AUM

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Heritage Oak Wealth Advisors's MRVL Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Marvell Technology (MRVL) in Q2 2026: 1,192 shares worth $355K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings.

678 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

Heritage Oak Wealth Advisors held 1,192 shares of Marvell Technology worth $355K as of Q2 2026.
Marvell Technology was a new Heritage Oak Wealth Advisors position in Q2 2026.
Marvell Technology made up 0.1% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #69 holding.
678 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.