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 Q2	$300K	Sell	10,614 -1,967	-16%	-$41.6K	0.19%	84
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Balanced Rock Investment Advisors's LIND Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Lindblad Expeditions (LIND) stake by 16% in Q2 2026, selling an estimated $41.6K and leaving 10,614 shares worth $300K. The position accounts for 0.19% of the portfolio, ranked #84.

Balanced Rock Investment Advisors first reported a position in LIND in Q4 2023 and has held it in 11 quarters since. The position peaked at $381K in Q4 2023. 227 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Balanced Rock Investment Advisors held 10,614 shares of Lindblad Expeditions worth $300K as of Q2 2026.
Balanced Rock Investment Advisors sold 1,967 Lindblad Expeditions shares in Q2 2026, an estimated $41.6K.
Lindblad Expeditions made up 0.19% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #84 holding.
Balanced Rock Investment Advisors first reported a position in Lindblad Expeditions in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's Lindblad Expeditions position peaked at $381K in Q4 2023.
227 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.