Integrated Wealth Concepts’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
Q1
$1.62M Buy
16,371
+2,105
+15% +$177K 0.01% 850
2025
Q4
$1.21M Buy
14,266
+4,537
+47% +$397K 0.01% 692
2025
Q3
$818K Sell
9,729
-6,133
-39% -$451K 0.01% 1095
2025
Q2
$1.23M Sell
15,862
-3,458
-18% -$216K 0.01% 820
2025
Q1
$1.19M Buy
19,320
+9,155
+90% +$888K 0.01% 759
2024
Q4
$1.12M Buy
10,165
+234
+2% +$21.7K 0.01% 764
2024
Q3
$716K Buy
9,931
+139
+1% +$9.6K 0.01% 937
2024
Q2
$684K Buy
9,792
+43
+0.4% +$3.01K 0.01% 918
2024
Q1
$691K Buy
9,749
+1,183
+14% +$81K 0.01% 916
2023
Q4
$517K Sell
8,566
-130
-1% -$7.02K 0.01% 989
2023
Q3
$471K Buy
8,696
+405
+5% +$23.9K 0.01% 1006
2023
Q2
$496K Sell
8,291
-1,050
-11% -$51K 0.01% 983
2023
Q1
$404K Buy
+9,341
New +$393K 0.01% 928
2022
Q4
Sell
-4,808
Closed -$206K 1056
2022
Q3
$206K Sell
4,808
-224
-4% -$11.1K 0.01% 858
2022
Q2
$219K Buy
+5,032
New +$285K 0.01% 867
2022
Q1
Sell
-4,313
Closed -$377K 1012
2021
Q4
$377K Buy
4,313
+283
+7% +$21.1K 0.01% 688
2021
Q3
$243K Buy
4,030
+274
+7% +$16.4K 0.01% 820
2021
Q2
$219K Buy
+3,756
New +$184K 0.01% 746

Other funds holding MRVL

Integrated Wealth Concepts's MRVL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Marvell Technology (MRVL) stake by 15% in Q1 2026, buying an estimated $177K and bringing the position to 16,371 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #850.

Integrated Wealth Concepts first reported a position in MRVL in Q2 2021 and has held it in 18 quarters since. 1,536 funds tracked by Wall St. Rank hold MRVL as of Q1 2026.

  • Integrated Wealth Concepts held 16,371 shares of Marvell Technology worth $1.62M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,105 Marvell Technology shares in Q1 2026, an estimated $177K.
  • Marvell Technology made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #850 holding.
  • Integrated Wealth Concepts first reported a position in Marvell Technology in Q2 2021 and has held it in 18 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.