Carson Wealth (CWM LLC)
LIND icon

Carson Wealth (CWM LLC)’s Lindblad Expeditions LIND Stock Holding History

Carson Wealth (CWM LLC)’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 		$161K Buy
9,287
+6,990
+304% +$124K ﹤0.01% 2910
2025
Q4 		$33K Sell
2,297
-2,552
-53% -$32.2K ﹤0.01% 3893
2025
Q3 		$62K Buy
4,849
+3,166
+188% +$41.7K ﹤0.01% 3350
2025
Q2 		$20K Buy
1,683
+1,350
+405% +$13.4K ﹤0.01% 3912
2025
Q1 		$3K Buy
333
+108
+48% +$1.23K ﹤0.01% 4640
2024
Q4 		$3K Buy
225
+72
+47% +$826 ﹤0.01% 4420
2024
Q3 		$1K Buy
153
+83
+119% +$771 ﹤0.01% 4621
2024
Q2 		$1K Buy
70
+64
+1,067% +$496 ﹤0.01% 4409
2024
Q1 		$0 Buy
+6
New +$55 ﹤0.01% 4542
2023
Q4 		– Sell
-19
Closed – – 4348
2023
Q3 		$0 Hold
19
– – ﹤0.01% 4365
2023
Q2 		$0 Hold
19
– – ﹤0.01% 4333
2023
Q1 		$0 Hold
19
– – ﹤0.01% 4216
2022
Q4 		$0 Sell
19
-89
-82% -$751 ﹤0.01% 4124
2022
Q3 		$1K Buy
+108
New +$941 ﹤0.01% 3685
2022
Q1 		– Sell
-9
Closed – – 3716
2021
Q4 		$0 Buy
+9
New +$142 ﹤0.01% 3583

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MP
MSD Partners New York $82.3M AUM 15.13% 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
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LIND Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lindblad Expeditions (LIND) stake by 304% in Q1 2026, buying an estimated $124K and bringing the position to 9,287 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

Carson Wealth (CWM LLC) first reported a position in LIND in Q4 2021 and has held it in 15 quarters since. 199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,287 shares of Lindblad Expeditions worth $161K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,990 Lindblad Expeditions shares in Q1 2026, an estimated $124K.
  • Lindblad Expeditions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2910 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lindblad Expeditions in Q4 2021 and has held it in 15 quarters since.
  • 199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.