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Essential Partners’s Lindblad Expeditions LIND Stock Holding History

Essential 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 		$6.89K Buy
244
+103
+73% +$2.18K ﹤0.01% 1386
2026
Q1 		$2.44K Buy
141
+81
+135% +$1.44K ﹤0.01% 1919
2025
Q4 		$865 Sell
60
-49
-45% -$618 ﹤0.01% 2079
2025
Q3 		$1.4K Buy
109
+51
+88% +$671 ﹤0.01% 1924
2025
Q2 		$677 Buy
+58
New +$575 ﹤0.01% 1615

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

Essential Partners's LIND Position: Q2 2026 in Review

Essential Partners increased its Lindblad Expeditions (LIND) stake by 73% in Q2 2026, buying an estimated $2.18K and bringing the position to 244 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Essential Partners 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.

  • Essential Partners held 244 shares of Lindblad Expeditions worth $6.89K as of Q2 2026.
  • Essential Partners bought 103 Lindblad Expeditions shares in Q2 2026, an estimated $2.18K.
  • Lindblad Expeditions made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1386 holding.
  • Essential Partners 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.