Creative Planning’s Lindblad Expeditions LIND Stock Holding History

Creative Planning’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	$1.28M	Buy	45,455 +11,051	+32%	+$233K	﹤0.01%	2448
2026 Q1	$595K	Buy	34,404 +4,148	+14%	+$73.7K	﹤0.01%	2883
2025 Q4	$436K	Buy	30,256 +1,227	+4%	+$15.5K	﹤0.01%	2953
2025 Q3	$372K	Buy	29,029 +14,159	+95%	+$186K	﹤0.01%	2984
2025 Q2	$174K	Buy	+14,870	New	+$147K	﹤0.01%	3282

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

Creative Planning's LIND Position: Q2 2026 in Review

Creative Planning increased its Lindblad Expeditions (LIND) stake by 32% in Q2 2026, buying an estimated $233K and bringing the position to 45,455 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Creative Planning first reported a position in LIND in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Creative Planning held 45,455 shares of Lindblad Expeditions worth $1.28M as of Q2 2026.
Creative Planning bought 11,051 Lindblad Expeditions shares in Q2 2026, an estimated $233K.
Lindblad Expeditions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2448 holding.
Creative Planning first reported a position in Lindblad Expeditions in Q2 2025 and has held it in 5 quarters since.
226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.