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Diversified Trust’s Lindblad Expeditions LIND Stock Holding History

Diversified Trust’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 		$439K Buy
15,544
+2,132
+16% +$45K 0.01% 806
2026
Q1 		$232K Buy
13,412
+2,402
+22% +$42.7K ﹤0.01% 926
2025
Q4 		$159K Hold
11,010
– – ﹤0.01% 990
2025
Q3 		$141K Buy
+11,010
New +$145K ﹤0.01% 954

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

Diversified Trust's LIND Position: Q2 2026 in Review

Diversified Trust increased its Lindblad Expeditions (LIND) stake by 16% in Q2 2026, buying an estimated $45K and bringing the position to 15,544 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #806.

Diversified Trust first reported a position in LIND in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Diversified Trust held 15,544 shares of Lindblad Expeditions worth $439K as of Q2 2026.
  • Diversified Trust bought 2,132 Lindblad Expeditions shares in Q2 2026, an estimated $45K.
  • Lindblad Expeditions made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #806 holding.
  • Diversified Trust first reported a position in Lindblad Expeditions in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.