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Brady Martz Wealth Solutions’s Lindblad Expeditions LIND Stock Holding History

Brady Martz Wealth Solutions’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 		$283K Hold
10,018
– – 0.04% 178
2026
Q1 		$173K Buy
+10,018
New +$178K 0.03% 192

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Brady Martz Wealth Solutions's LIND Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its Lindblad Expeditions (LIND) position steady in Q2 2026 at 10,018 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #178.

Brady Martz Wealth Solutions first reported a position in LIND in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Brady Martz Wealth Solutions held 10,018 shares of Lindblad Expeditions worth $283K as of Q2 2026.
  • Brady Martz Wealth Solutions left its Lindblad Expeditions share count unchanged in Q2 2026.
  • Lindblad Expeditions made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #178 holding.
  • Brady Martz Wealth Solutions first reported a position in Lindblad Expeditions in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.