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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
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

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

Whalen Wealth Management's MRVL Position: Q1 2025 in Review

Whalen Wealth Management sold out of Marvell Technology (MRVL) in Q1 2025, closing a stake of 11,262 shares — an estimated $1.24M sold.

Whalen Wealth Management first reported a position in MRVL in Q4 2023 and held it in 5 quarters. The position peaked at $1.24M in Q4 2024. 1,235 funds tracked by Wall St. Rank hold MRVL as of Q1 2025.

  • Whalen Wealth Management reported no remaining Marvell Technology position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 11,262 Marvell Technology shares in Q1 2025, an estimated $1.24M.
  • Whalen Wealth Management first reported a position in Marvell Technology in Q4 2023 and held it in 5 quarters.
  • Whalen Wealth Management's Marvell Technology position peaked at $1.24M in Q4 2024.
  • 1,235 funds tracked by Wall St. Rank held Marvell Technology as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.