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WMG Financial Advisors’s Marvell Technology MRVL Stock Holding History

WMG 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
2026
Q2 		$423K Buy
+1,419
New +$285K 0.16% 60
2022
Q4 		– Sell
-5,382
Closed -$231K – 146
2022
Q3 		$231K Hold
5,382
– – 0.21% 112
2022
Q2 		$236K Hold
5,382
– – 0.2% 113
2022
Q1 		$387K Hold
5,382
– – 0.28% 85
2021
Q4 		$469K Buy
+5,382
New +$402K 0.37% 71

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

WMG Financial Advisors's MRVL Position: Q2 2026 in Review

WMG Financial Advisors opened a new position in Marvell Technology (MRVL) in Q2 2026: 1,419 shares worth $423K. The stake represents 0.16% of the portfolio and ranks #60 among its holdings. This is a return to the name: WMG Financial Advisors previously reported a position in MRVL as recently as Q3 2022.

WMG Financial Advisors first reported a position in MRVL in Q4 2021 and has held it in 5 quarters since. The position peaked at $469K in Q4 2021. 2,217 funds tracked by Wall St. Rank hold MRVL as of Q2 2026.

  • WMG Financial Advisors held 1,419 shares of Marvell Technology worth $423K as of Q2 2026.
  • Marvell Technology was a new WMG Financial Advisors position in Q2 2026.
  • Marvell Technology made up 0.16% of WMG Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • WMG Financial Advisors first reported a position in Marvell Technology in Q4 2021 and has held it in 5 quarters since.
  • WMG Financial Advisors's Marvell Technology position peaked at $469K in Q4 2021.
  • 2,217 funds tracked by Wall St. Rank held Marvell Technology as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.