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Montag & Caldwell’s Marvell Technology MRVL Stock Holding History

Montag & Caldwell’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
Q2 		$1.18M Buy
15,252
+5,061
+50% +$316K 0.26% 48
2025
Q1 		$627K Sell
10,191
-6,341
-38% -$615K 0.15% 64
2024
Q4 		$1.83M Sell
16,532
-23
-0.1% -$2.13K 0.39% 34
2024
Q3 		$1.19M Buy
16,555
+4,730
+40% +$327K 0.24% 45
2024
Q2 		$827K Buy
11,825
+23
+0.2% +$1.61K 0.17% 55
2024
Q1 		$837K Buy
11,802
+690
+6% +$47.3K 0.14% 51
2023
Q4 		$670K Sell
11,112
-722
-6% -$39K 0.12% 53
2023
Q3 		$641K Buy
11,834
+3,779
+47% +$223K 0.08% 57
2023
Q2 		$482K Hold
8,055
– – 0.06% 68
2023
Q1 		$349K Sell
8,055
-58
-0.7% -$2.44K 0.05% 71
2022
Q4 		$301K Sell
8,113
-87
-1% -$3.55K 0.04% 75
2022
Q3 		$352K Buy
8,200
+78
+1% +$3.86K 0.05% 73
2022
Q2 		$354K Buy
8,122
+238
+3% +$13.5K 0.05% 74
2022
Q1 		$565K Sell
7,884
-6,929
-47% -$499K 0.06% 54
2021
Q4 		$1.3M Sell
14,813
-2,730
-16% -$204K 0.13% 38
2021
Q3 		$1.06M Buy
+17,543
New +$1.05M 0.1% 39
2021
Q2 		– Sell
-16,361
Closed -$801K – 71
2021
Q1 		$801K Buy
16,361
+3,750
+30% +$184K 0.07% 42
2020
Q4 		$600K Sell
12,611
-5,666
-31% -$245K 0.03% 53
2020
Q3 		$725K Hold
18,277
– – 0.04% 41
2020
Q2 		$641K Hold
18,277
– – 0.04% 42
2020
Q1 		$414K Sell
18,277
-3,375
-16% -$80.9K 0.03% 49
2019
Q4 		$575K Hold
21,652
– – 0.03% 42
2019
Q3 		$541K Buy
21,652
+1,402
+7% +$35.2K 0.03% 40
2019
Q2 		$483K Hold
20,250
– – 0.02% 51
2019
Q1 		$403K Buy
20,250
+837
+4% +$15.6K 0.02% 55
2018
Q4 		$314K Buy
+19,413
New +$322K 0.02% 61

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Montag & Caldwell's MRVL Position: Q2 2025 in Review

Montag & Caldwell increased its Marvell Technology (MRVL) stake by 50% in Q2 2025, buying an estimated $316K and bringing the position to 15,252 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #48.

Montag & Caldwell first reported a position in MRVL in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.83M in Q4 2024. 1,325 funds tracked by Wall St. Rank hold MRVL as of Q2 2025.

  • Montag & Caldwell held 15,252 shares of Marvell Technology worth $1.18M as of Q2 2025.
  • Montag & Caldwell bought 5,061 Marvell Technology shares in Q2 2025, an estimated $316K.
  • Marvell Technology made up 0.26% of Montag & Caldwell's portfolio in Q2 2025, its #48 holding.
  • Montag & Caldwell first reported a position in Marvell Technology in Q4 2018 and has held it in 26 quarters since.
  • Montag & Caldwell's Marvell Technology position peaked at $1.83M in Q4 2024.
  • 1,325 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.