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Shira Ridge Wealth Management’s Marvell Technology MRVL Stock Holding History

Shira Ridge 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
Q3 		– Sell
-3,103
Closed -$924K – 87
2026
Q2 		$924K Sell
3,103
-360
-10% -$72.2K 0.32% 37
2026
Q1 		$343K Hold
3,463
– – 0.14% 60
2025
Q4 		$294K Sell
3,463
-84
-2% -$7.35K 0.12% 64
2025
Q3 		$298K Buy
3,547
+11
+0.3% +$810 0.13% 67
2025
Q2 		$274K Hold
3,536
– – 0.13% 66
2025
Q1 		$218K Hold
3,536
– – 0.11% 71
2024
Q4 		$391K Buy
3,536
+26
+0.7% +$2.41K 0.19% 56
2024
Q3 		$253K Hold
3,510
– – 0.13% 67
2024
Q2 		$245K Hold
3,510
– – 0.14% 71
2024
Q1 		$249K Hold
3,510
– – 0.14% 67
2023
Q4 		$212K Sell
3,510
-524
-13% -$28.3K 0.13% 71
2023
Q3 		$218K Buy
4,034
+524
+15% +$30.9K 0.14% 66
2023
Q2 		$210K Buy
+3,510
New +$171K 0.13% 62

Other funds holding MRVL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Shira Ridge Wealth Management's MRVL Position: Q3 2026 in Review

Shira Ridge Wealth Management sold out of Marvell Technology (MRVL) in Q3 2026, closing a stake of 3,103 shares — an estimated $924K sold.

Shira Ridge Wealth Management first reported a position in MRVL in Q2 2023 and held it in 13 quarters. The position peaked at $924K in Q2 2026. 96 funds tracked by Wall St. Rank hold MRVL as of Q3 2026.

  • Shira Ridge Wealth Management reported no remaining Marvell Technology position as of Q3 2026 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 3,103 Marvell Technology shares in Q3 2026, an estimated $924K.
  • Shira Ridge Wealth Management first reported a position in Marvell Technology in Q2 2023 and held it in 13 quarters.
  • Shira Ridge Wealth Management's Marvell Technology position peaked at $924K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Marvell Technology as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.