NZS Capital’s Marvell Technology MRVL Stock Holding History

NZS Capital’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	$72.8M	Sell	244,432 -218,836	-47%	-$43.9M	1.89%	21
2026 Q1	$45.9M	Buy	463,268 +42,911	+10%	+$3.6M	1.53%	28
2025 Q4	$35.7M	Sell	420,357 -96,974	-19%	-$8.49M	1.1%	39
2025 Q3	$43.5M	Buy	517,331 +28,378	+6%	+$2.09M	1.33%	31
2025 Q2	$37.8M	Buy	488,953 +213,820	+78%	+$13.3M	1.29%	30
2025 Q1	$16.9M	Buy	+275,133	New	+$26.7M	0.76%	45

Other funds holding MRVL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NZS Capital's MRVL Position: Q2 2026 in Review

NZS Capital reduced its Marvell Technology (MRVL) stake by 47% in Q2 2026, selling an estimated $43.9M and leaving 244,432 shares worth $72.8M. The position accounts for 1.89% of the portfolio, ranked #21.

NZS Capital first reported a position in MRVL in Q1 2025 and has held it in 6 quarters since. 2,225 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

NZS Capital held 244,432 shares of Marvell Technology worth $72.8M as of Q2 2026.
NZS Capital sold 218,836 Marvell Technology shares in Q2 2026, an estimated $43.9M.
Marvell Technology made up 1.89% of NZS Capital's portfolio in Q2 2026, its #21 holding.
NZS Capital first reported a position in Marvell Technology in Q1 2025 and has held it in 6 quarters since.
2,225 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.