True Wealth Design’s MeridianLink MLNK Stock Holding History

True Wealth Design’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 Q2	–	Sell	-27	Closed	-$501	–	2727
2025 Q1	$501	Buy	+27	New	+$522	﹤0.01%	1538

Other funds holding MLNK

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GPC

Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return

True Wealth Design's MLNK Position: Q2 2025 in Review

True Wealth Design sold out of MeridianLink (MLNK) in Q2 2025, closing a stake of 27 shares — an estimated $501 sold.

True Wealth Design first reported a position in MLNK in Q1 2025 and held it in 1 quarter. The position peaked at $501 in Q1 2025. 110 funds tracked by Wall St. Rank hold MLNK as of Q2 2025.

True Wealth Design reported no remaining MeridianLink position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 27 MeridianLink shares in Q2 2025, an estimated $501.
True Wealth Design first reported a position in MeridianLink in Q1 2025 and held it in 1 quarter.
True Wealth Design's MeridianLink position peaked at $501 in Q1 2025.
110 funds tracked by Wall St. Rank held MeridianLink as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.