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Lodestone Wealth Management’s Marvell Technology MRVL Stock Holding History

Lodestone 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
2026
Q2 		$1.12M Sell
3,763
-884
-19% -$177K 0.4% 71
2026
Q1 		$460K Sell
4,647
-23
-0.5% -$1.93K 0.18% 113
2025
Q4 		$397K Sell
4,670
-223
-5% -$19.5K 0.16% 118
2025
Q3 		$411K Buy
4,893
+21
+0.4% +$1.55K 0.18% 117
2025
Q2 		$377K Buy
4,872
+188
+4% +$11.7K 0.18% 112
2025
Q1 		$288K Buy
4,684
+29
+0.6% +$2.81K 0.15% 124
2024
Q4 		$514K Buy
4,655
+93
+2% +$8.63K 0.26% 92
2024
Q3 		$329K Sell
4,562
-885
-16% -$61.1K 0.16% 112
2024
Q2 		$381K Buy
5,447
+56
+1% +$3.92K 0.2% 108
2024
Q1 		$382K Buy
5,391
+119
+2% +$8.15K 0.2% 110
2023
Q4 		$318K Sell
5,272
-74
-1% -$4K 0.18% 115
2023
Q3 		$289K Sell
5,346
-138
-3% -$8.15K 0.2% 105
2023
Q2 		$328K Sell
5,484
-72
-1% -$3.5K 0.22% 106
2023
Q1 		$241K Buy
5,556
+61
+1% +$2.57K 0.19% 117
2022
Q4 		$204K Buy
+5,495
New +$224K 0.16% 116

Other funds holding MRVL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lodestone Wealth Management's MRVL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Marvell Technology (MRVL) stake by 19% in Q2 2026, selling an estimated $177K and leaving 3,763 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #71.

Lodestone Wealth Management first reported a position in MRVL in Q4 2022 and has held it in 15 quarters since. 883 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Lodestone Wealth Management held 3,763 shares of Marvell Technology worth $1.12M as of Q2 2026.
  • Lodestone Wealth Management sold 884 Marvell Technology shares in Q2 2026, an estimated $177K.
  • Marvell Technology made up 0.4% of Lodestone Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Lodestone Wealth Management first reported a position in Marvell Technology in Q4 2022 and has held it in 15 quarters since.
  • 883 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.