Institute for Wealth Management’s Marvell Technology MRVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.05M Buy
20,311
+110
+0.5% +$22.1K 0.53% 38
2026
Q1
$2M Sell
20,201
-1,650
-8% -$139K 0.21% 106
2025
Q4
$1.86M Buy
21,851
+212
+1% +$18.6K 0.2% 112
2025
Q3
$1.82M Sell
21,639
-863
-4% -$63.5K 0.19% 114
2025
Q2
$1.74M Buy
22,502
+3,542
+19% +$221K 0.19% 112
2025
Q1
$1.17M Buy
18,960
+2,667
+16% +$259K 0.15% 156
2024
Q4
$1.8M Buy
16,293
+1,609
+11% +$149K 0.23% 98
2024
Q3
$1.06M Sell
14,684
-57
-0.4% -$3.94K 0.13% 164
2024
Q2
$1.03M Buy
14,741
+78
+0.5% +$5.47K 0.14% 159
2024
Q1
$1.04M Sell
14,663
-671
-4% -$46K 0.13% 162
2023
Q4
$925K Sell
15,334
-97
-0.6% -$5.24K 0.15% 164
2023
Q3
$835K Sell
15,431
-791
-5% -$46.7K 0.15% 167
2023
Q2
$970K Buy
16,222
+670
+4% +$32.6K 0.16% 155
2023
Q1
$673K Sell
15,552
-443
-3% -$18.7K 0.13% 203
2022
Q4
$592K Sell
15,995
-113
-0.7% -$4.61K 0.12% 226
2022
Q3
$691K Sell
16,108
-284
-2% -$14.1K 0.16% 176
2022
Q2
$714K Buy
16,392
+1,066
+7% +$60.4K 0.14% 185
2022
Q1
$1.1M Sell
15,326
-8
-0.1% -$576 0.18% 144
2021
Q4
$1.34M Sell
15,334
-216
-1% -$16.1K 0.22% 116
2021
Q3
$938K Sell
15,550
-15
-0.1% -$899 0.16% 161
2021
Q2
$908K Sell
15,565
-200
-1% -$9.78K 0.16% 167
2021
Q1
$772K Buy
15,765
+1,105
+8% +$54.1K 0.15% 188
2020
Q4
$697K Sell
14,660
-2,110
-13% -$91.3K 0.14% 190
2020
Q3
$666K Sell
16,770
-15
-0.1% -$552 0.15% 171
2020
Q2
$588K Buy
16,785
+200
+1% +$5.86K 0.14% 199
2020
Q1
$375K Sell
16,585
-679
-4% -$16.3K 0.12% 238
2019
Q4
$459K Buy
+17,264
New +$437K 0.1% 270

Other funds holding MRVL

Institute for Wealth Management's MRVL Position: Q2 2026 in Review

Institute for Wealth Management increased its Marvell Technology (MRVL) stake by 0.54% in Q2 2026, buying an estimated $22.1K and bringing the position to 20,311 shares worth $6.05M. The position accounts for 0.53% of the portfolio, ranked #38.

Institute for Wealth Management first reported a position in MRVL in Q4 2019 and has held it in 27 quarters since. 2,207 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Institute for Wealth Management held 20,311 shares of Marvell Technology worth $6.05M as of Q2 2026.
  • Institute for Wealth Management bought 110 Marvell Technology shares in Q2 2026, an estimated $22.1K.
  • Marvell Technology made up 0.53% of Institute for Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Institute for Wealth Management first reported a position in Marvell Technology in Q4 2019 and has held it in 27 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.