IWC
MLNK

Integrated Wealth Concepts’s MeridianLink MLNK Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-14,052
Closed -$228K – 2055
2025
Q2 		$228K Sell
14,052
-596
-4% -$9.96K ﹤0.01% 1696
2025
Q1 		$271K Sell
14,648
-21
-0.1% -$406 ﹤0.01% 1462
2024
Q4 		$303K Sell
14,669
-74
-0.5% -$1.63K ﹤0.01% 1355
2024
Q3 		$303K Sell
14,743
-2,224
-13% -$50.2K ﹤0.01% 1341
2024
Q2 		$362K Hold
16,967
– – 0.01% 1209
2024
Q1 		$317K Hold
16,967
– – ﹤0.01% 1296
2023
Q4 		$420K Hold
16,967
– – 0.01% 1082
2023
Q3 		$289K Buy
16,967
+2,664
+19% +$50.3K 0.01% 1245
2023
Q2 		$298K Buy
+14,303
New +$255K 0.01% 1223

Other funds holding MLNK

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 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
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's MLNK Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of MeridianLink (MLNK) in Q3 2025, closing a stake of 14,052 shares — an estimated $228K sold.

Integrated Wealth Concepts first reported a position in MLNK in Q2 2023 and held it in 9 quarters. The position peaked at $420K in Q4 2023. 119 funds tracked by Wall St. Rank hold MLNK as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining MeridianLink position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 14,052 MeridianLink shares in Q3 2025, an estimated $228K.
  • Integrated Wealth Concepts first reported a position in MeridianLink in Q2 2023 and held it in 9 quarters.
  • Integrated Wealth Concepts's MeridianLink position peaked at $420K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held MeridianLink as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.