Bullock Wealth Management’s Lindblad Expeditions LIND Stock Holding History

Bullock Wealth Management’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	$47.3K	Buy	+1,770	New	+$37.4K	0.02%	289

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

Bullock Wealth Management's LIND Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 1,770 shares worth $47.3K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings.

224 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Bullock Wealth Management held 1,770 shares of Lindblad Expeditions worth $47.3K as of Q2 2026.
Lindblad Expeditions was a new Bullock Wealth Management position in Q2 2026.
Lindblad Expeditions made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #289 holding.
224 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.