EverSource Wealth Advisors’s MeridianLink MLNK Stock Holding History

EverSource Wealth Advisors’s Portfolio MLNK Stock Details MLNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23	Closed	-$458	–	4375
2025 Q3	$458	Sell	23 -404	-95%	-$7.43K	﹤0.01%	3968
2025 Q2	$6.93K	Buy	427 +403	+1,679%	+$6.74K	﹤0.01%	3020
2025 Q1	$445	Sell	24 -2	-8%	-$39	﹤0.01%	3495
2024 Q4	$537	Buy	+26	New	+$572	﹤0.01%	3172

Other funds holding MLNK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's MLNK Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of MeridianLink (MLNK) in Q4 2025, closing a stake of 23 shares — an estimated $458 sold.

EverSource Wealth Advisors first reported a position in MLNK in Q4 2024 and held it in 4 quarters. The position peaked at $6.93K in Q2 2025. 1 fund tracked by Wall St. Rank holds MLNK as of Q4 2025.

EverSource Wealth Advisors reported no remaining MeridianLink position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 23 MeridianLink shares in Q4 2025, an estimated $458.
EverSource Wealth Advisors first reported a position in MeridianLink in Q4 2024 and held it in 4 quarters.
EverSource Wealth Advisors's MeridianLink position peaked at $6.93K in Q2 2025.
1 fund tracked by Wall St. Rank held MeridianLink as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.