WFA
MRVL icon

Wellspring Financial Advisors’s Marvell Technology MRVL Stock Holding History

Wellspring Financial Advisors’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
-2,218
Closed -$245K – 146
2024
Q4 		$245K Buy
+2,218
New +$206K 0.03% 117

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

Wellspring Financial Advisors's MRVL Position: Q1 2025 in Review

Wellspring Financial Advisors sold out of Marvell Technology (MRVL) in Q1 2025, closing a stake of 2,218 shares — an estimated $245K sold.

Wellspring Financial Advisors first reported a position in MRVL in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold MRVL as of Q1 2025.

  • Wellspring Financial Advisors reported no remaining Marvell Technology position as of Q1 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,218 Marvell Technology shares in Q1 2025, an estimated $245K.
  • Wellspring Financial Advisors first reported a position in Marvell Technology in Q4 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's Marvell Technology position peaked at $245K in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2025.

Based on Wellspring Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.