Cary Street Partners’s Lindblad Expeditions LIND Stock Holding History

Cary Street Partners’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	$916K	Hold	32,419	–	–	0.02%	515
2026 Q1	$561K	Hold	32,419	–	–	0.01%	563
2025 Q4	$467K	Hold	32,419	–	–	0.01%	615
2025 Q3	$415K	Hold	32,419	–	–	0.01%	619
2025 Q2	$378K	Sell	32,419 -2,700	-8%	-$26.8K	0.01%	619
2025 Q1	$326K	Sell	35,119 -3,220	-8%	-$36.7K	0.01%	628
2024 Q4	$455K	Buy	+38,339	New	+$440K	0.01%	525

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

Cary Street Partners's LIND Position: Q2 2026 in Review

Cary Street Partners held its Lindblad Expeditions (LIND) position steady in Q2 2026 at 32,419 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #515.

Cary Street Partners first reported a position in LIND in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Cary Street Partners held 32,419 shares of Lindblad Expeditions worth $916K as of Q2 2026.
Cary Street Partners left its Lindblad Expeditions share count unchanged in Q2 2026.
Lindblad Expeditions made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #515 holding.
Cary Street Partners first reported a position in Lindblad Expeditions in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.