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Total Wealth Planning & Management’s Marvell Technology MRVL Stock Holding History

Total Wealth Planning & 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
2025
Q1 		– Sell
-7,463
Closed -$824K – 222
2024
Q4 		$824K Buy
+7,463
New +$693K 0.75% 27

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

Total Wealth Planning & Management's MRVL Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of Marvell Technology (MRVL) in Q1 2025, closing a stake of 7,463 shares — an estimated $824K sold.

Total Wealth Planning & Management first reported a position in MRVL in Q4 2024 and held it in 1 quarter. The position peaked at $824K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold MRVL as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining Marvell Technology position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 7,463 Marvell Technology shares in Q1 2025, an estimated $824K.
  • Total Wealth Planning & Management first reported a position in Marvell Technology in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's Marvell Technology position peaked at $824K in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.