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Mark Sheptoff Financial Planning’s Marvell Technology MRVL Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q1 		– Sell
-50
Closed -$5.52K – 456
2024
Q4 		$5.52K Hold
50
– – ﹤0.01% 362
2024
Q3 		$3.61K Sell
50
-450
-90% -$31.1K ﹤0.01% 381
2024
Q2 		$35K Hold
500
– – 0.02% 205
2024
Q1 		$35.4K Buy
+500
New +$34.2K 0.02% 193

Other funds holding MRVL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's MRVL Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Marvell Technology (MRVL) in Q1 2025, closing a stake of 50 shares — an estimated $5.52K sold.

Mark Sheptoff Financial Planning first reported a position in MRVL in Q1 2024 and held it in 4 quarters. The position peaked at $35.4K in Q1 2024. 1,235 funds tracked by Wall St. Rank hold MRVL as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Marvell Technology position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 50 Marvell Technology shares in Q1 2025, an estimated $5.52K.
  • Mark Sheptoff Financial Planning first reported a position in Marvell Technology in Q1 2024 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Marvell Technology position peaked at $35.4K in Q1 2024.
  • 1,235 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.