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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
+784
+80% +$16.6K 0.02% 289
2026
Q1 		$17.5K Hold
986
– – 0.01% 361
2025
Q4 		$14.2K Hold
986
– – 0.01% 369
2025
Q3 		$12.2K Hold
986
– – 0.01% 396
2025
Q2 		$12.1K Hold
986
– – 0.01% 372
2025
Q1 		$9.45K Sell
986
-651
-40% -$7.43K 0.01% 381
2024
Q4 		$19.4K Hold
1,637
– – 0.01% 325
2024
Q3 		$14.8K Buy
+1,637
New +$15.2K 0.01% 335

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

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

Bullock Wealth Management increased its Lindblad Expeditions (LIND) stake by 80% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,770 shares worth $47.3K. The position accounts for 0.02% of the portfolio, ranked #289.

Bullock Wealth Management first reported a position in LIND in Q3 2024 and has held it in 8 quarters since. 226 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.
  • Bullock Wealth Management bought 784 Lindblad Expeditions shares in Q2 2026, an estimated $16.6K.
  • Lindblad Expeditions made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Bullock Wealth Management first reported a position in Lindblad Expeditions in Q3 2024 and has held it in 8 quarters since.
  • 226 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.