BMWS
LIND icon

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
Q1 		$173K Buy
+10,018
New +$178K 0.03% 192

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

Brady Martz Wealth Solutions's LIND Position: Q1 2026 in Review

Brady Martz Wealth Solutions opened a new position in Lindblad Expeditions (LIND) in Q1 2026: 10,018 shares worth $173K. The stake represents 0.03% of the portfolio and ranks #192 among its holdings.

199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • Brady Martz Wealth Solutions held 10,018 shares of Lindblad Expeditions worth $173K as of Q1 2026.
  • Lindblad Expeditions was a new Brady Martz Wealth Solutions position in Q1 2026.
  • Lindblad Expeditions made up 0.03% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #192 holding.
  • 199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.