Envestnet Asset Management
LIND icon

Envestnet Asset Management’s Lindblad Expeditions LIND Stock Holding History

Envestnet Asset Management’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 		$847K Buy
29,995
+5,058
+20% +$107K ﹤0.01% 3724
2026
Q1 		$431K Buy
24,937
+7,114
+40% +$126K ﹤0.01% 4033
2025
Q4 		$257K Buy
17,823
+281
+2% +$3.54K ﹤0.01% 4130
2025
Q3 		$225K Buy
17,542
+3,948
+29% +$52K ﹤0.01% 4263
2025
Q2 		$159K Sell
13,594
-351
-3% -$3.48K ﹤0.01% 4283
2025
Q1 		$129K Buy
13,945
+1,306
+10% +$14.9K ﹤0.01% 4209
2024
Q4 		$150K Buy
+12,639
New +$145K ﹤0.01% 4151
2024
Q1 		– Sell
-12,360
Closed -$139K – 4238
2023
Q4 		$139K Sell
12,360
-1,509
-11% -$11.7K ﹤0.01% 3903
2023
Q3 		$99.9K Buy
13,869
+1,955
+16% +$18.6K ﹤0.01% 3875
2023
Q2 		$130K Sell
11,914
-1,342
-10% -$13.8K ﹤0.01% 3804
2023
Q1 		$127K Buy
13,256
+404
+3% +$4.06K ﹤0.01% 3755
2022
Q4 		$99K Sell
12,852
-623
-5% -$5.26K ﹤0.01% 3817
2022
Q3 		$91K Buy
13,475
+208
+2% +$1.81K ﹤0.01% 3751
2022
Q2 		$107K Sell
13,267
-690
-5% -$8.99K ﹤0.01% 3750
2022
Q1 		$210K Sell
13,957
-98
-0.7% -$1.58K ﹤0.01% 3658
2021
Q4 		$219K Buy
14,055
+359
+3% +$5.67K ﹤0.01% 3604
2021
Q3 		$200K Buy
13,696
+333
+2% +$4.68K ﹤0.01% 3502
2021
Q2 		$214K Sell
13,363
-190
-1% -$3.21K ﹤0.01% 3458
2021
Q1 		$256K Buy
13,553
+1,922
+17% +$35K ﹤0.01% 3224
2020
Q4 		$199K Sell
11,631
-309
-3% -$3.54K ﹤0.01% 3145
2020
Q3 		$102K Sell
11,940
-123
-1% -$1.04K ﹤0.01% 3008
2020
Q2 		$93K Buy
12,063
+443
+4% +$3.06K ﹤0.01% 2989
2020
Q1 		$48K Buy
11,620
+925
+9% +$11.9K ﹤0.01% 2904
2019
Q4 		$175K Buy
+10,695
New +$171K ﹤0.01% 2941

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

Envestnet Asset Management's LIND Position: Q2 2026 in Review

Envestnet Asset Management increased its Lindblad Expeditions (LIND) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 29,995 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Envestnet Asset Management first reported a position in LIND in Q4 2019 and has held it in 24 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Envestnet Asset Management held 29,995 shares of Lindblad Expeditions worth $847K as of Q2 2026.
  • Envestnet Asset Management bought 5,058 Lindblad Expeditions shares in Q2 2026, an estimated $107K.
  • Lindblad Expeditions made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3724 holding.
  • Envestnet Asset Management first reported a position in Lindblad Expeditions in Q4 2019 and has held it in 24 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.