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Whalen Wealth Management’s Marvell Technology MRVL Stock Holding History

Whalen 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
Q2 		$1.34M Buy
+4,484
New +$899K 0.6% 50
2025
Q1 		– Sell
-11,262
Closed -$1.24M – 160
2024
Q4 		$1.24M Sell
11,262
-564
-5% -$52.4K 0.86% 22
2024
Q3 		$853K Buy
11,826
+2,097
+22% +$145K 0.6% 36
2024
Q2 		$680K Sell
9,729
-476
-5% -$33.4K 0.54% 41
2024
Q1 		$723K Buy
10,205
+2,924
+40% +$200K 0.54% 33
2023
Q4 		$439K Buy
+7,281
New +$393K 0.4% 64

Other funds holding MRVL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Whalen Wealth Management's MRVL Position: Q2 2026 in Review

Whalen Wealth Management opened a new position in Marvell Technology (MRVL) in Q2 2026: 4,484 shares worth $1.34M. The stake represents 0.6% of the portfolio and ranks #50 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in MRVL as recently as Q4 2024.

Whalen Wealth Management first reported a position in MRVL in Q4 2023 and has held it in 6 quarters since. 2,221 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • Whalen Wealth Management held 4,484 shares of Marvell Technology worth $1.34M as of Q2 2026.
  • Marvell Technology was a new Whalen Wealth Management position in Q2 2026.
  • Marvell Technology made up 0.6% of Whalen Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Whalen Wealth Management first reported a position in Marvell Technology in Q4 2023 and has held it in 6 quarters since.
  • 2,221 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.