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Balanced Rock Investment Advisors’s Lindblad Expeditions LIND Stock Holding History

Balanced Rock Investment Advisors’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218K Sell
12,581
-169
-1% -$3K 0.15% 94
2025
Q4 		$184K Sell
12,750
-180
-1% -$2.27K 0.13% 92
2025
Q3 		$166K Sell
12,930
-2,229
-15% -$29.3K 0.12% 96
2025
Q2 		$177K Sell
15,159
-8,295
-35% -$82.2K 0.14% 96
2025
Q1 		$217K Sell
23,454
-240
-1% -$2.74K 0.17% 83
2024
Q4 		$281K Sell
23,694
-6,502
-22% -$74.5K 0.22% 72
2024
Q3 		$279K Sell
30,196
-1,869
-6% -$17.4K 0.22% 75
2024
Q2 		$309K Sell
32,065
-1,160
-3% -$8.99K 0.26% 67
2024
Q1 		$310K Sell
33,225
-541
-2% -$4.98K 0.26% 68
2023
Q4 		$381K Buy
+33,766
New +$262K 0.34% 68

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Balanced Rock Investment Advisors's LIND Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its Lindblad Expeditions (LIND) stake by 1.3% in Q1 2026, selling an estimated $3K and leaving 12,581 shares worth $218K. The position accounts for 0.15% of the portfolio, ranked #94.

Balanced Rock Investment Advisors first reported a position in LIND in Q4 2023 and has held it in 10 quarters since. The position peaked at $381K in Q4 2023. 199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • Balanced Rock Investment Advisors held 12,581 shares of Lindblad Expeditions worth $218K as of Q1 2026.
  • Balanced Rock Investment Advisors sold 169 Lindblad Expeditions shares in Q1 2026, an estimated $3K.
  • Lindblad Expeditions made up 0.15% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • Balanced Rock Investment Advisors first reported a position in Lindblad Expeditions in Q4 2023 and has held it in 10 quarters since.
  • Balanced Rock Investment Advisors's Lindblad Expeditions position peaked at $381K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.