Clearstead Advisors’s Lindblad Expeditions LIND Stock Holding History

Clearstead Advisors’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	$2.12K	Buy	+75	New	+$1.58K	﹤0.01%	2462
2026 Q1	–	Sell	-7	Closed	-$101	–	2591
2025 Q4	$101	Sell	7 -107	-94%	-$1.35K	﹤0.01%	2512
2025 Q3	$1.46K	Buy	114 +107	+1,529%	+$1.41K	﹤0.01%	2543
2025 Q2	$82	Hold	7	–	–	﹤0.01%	2639
2025 Q1	$65	Sell	7 -30,000	-100%	-$342K	﹤0.01%	2154
2024 Q4	$356K	Buy	30,007 +30,000	+428,571%	+$344K	0.01%	667
2024 Q3	$65	Hold	7	–	–	﹤0.01%	2006
2024 Q2	$68	Hold	7	–	–	﹤0.01%	1995
2024 Q1	$54	Buy	+7	New	+$64	﹤0.01%	1519

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

Clearstead Advisors's LIND Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 75 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LIND as recently as Q4 2025.

Clearstead Advisors first reported a position in LIND in Q1 2024 and has held it in 9 quarters since. The position peaked at $356K in Q4 2024. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Clearstead Advisors held 75 shares of Lindblad Expeditions worth $2.12K as of Q2 2026.
Lindblad Expeditions was a new Clearstead Advisors position in Q2 2026.
Lindblad Expeditions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2462 holding.
Clearstead Advisors first reported a position in Lindblad Expeditions in Q1 2024 and has held it in 9 quarters since.
Clearstead Advisors's Lindblad Expeditions position peaked at $356K in Q4 2024.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.